Wealth manager, independent · Marion, MA
Baldwin Wealth Partners, LLC
SEC-registered investment adviser · CRD 105343 · SEC 801-15418
At a glance
Baldwin Wealth Partners, LLC is an SEC-registered investment adviser based in Marion, Massachusetts, with $2.3B in regulatory assets under management as of its Form ADV filed September 2, 2026. It reports 738 individual clients, 366 of them high-net-worth, holding an average of about $2.9 million each, and 34 employees. That ranks it 479th among the nation’s 5,657 independent wealth management RIAs and 30th of 202 in Massachusetts. It reports 2 custodians for its clients’ separately managed accounts: BNY Pershing and Charles Schwab.
Main office 508-748-0800baldwin-llc.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.3B
- Rank among independent wealth managers
- #479 of 5,657
- Rank among all SEC RIAs
- #3,317 of 17,210
- Rank in Massachusetts
- #30 of 202
- Individual clients
- 738
- High-net-worth clients
- 366
- Accounts
- 2,100
- Discretionary
- 100% of AUM
- Employees
- 34
- Advisory staff
- 14
- Offices
- 9
Owners and executives on its Form ADV
- Taylor C. BaldwinManaging Partner and Chief Operating Officer
- William H. MarvelManaging Director
- William W. KleinChief Investment Officer
- Steven T. DeanChief Compliance Officer
- Eric H. StrandPresident and Chief Execuitve Officer
- Teresa J. TavaresChief Financial Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Baldwin Wealth Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 366 | $2.0B | 85% |
| Individuals | 372 | $131M | 6% |
| Charitable organizations | 42 | $122M | 5% |
| Corporations or other businesses | 28 | $76M | 3% |
| Pooled investment vehicles | 1 | $12M | <1% |
| Pension and profit sharing plans | – | $1M | <1% |
Private funds
Baldwin Wealth Partners, LLC reports 1 private funds with $12M in gross assets: venture capital funds (Form ADV Item 7.B).
Disciplinary disclosures
Baldwin Wealth Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗baldwin-llc.com ↗
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- Assets, accounts, clients and staff, ten years of filings
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- 6 namedLocked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Massachusetts
All of Massachusetts →| Firm | Regulatory AUM | Clients |
|---|---|---|
| The Patriot Financial Group, LLCWalpole | $2.6B | 2,361 |
| Moody, Lynn, Lieberson & Walker, LLCBoston | $2.4B | 503 |
| Washington Trust AdvisorsWellesley | $2.4B | 781 |
| Foster Dykema Cabot & Partners, LLCWaltham | $2.2B | 796 |
| John Hancock Personal Financial Services, LLCBoston | $2.2B | 35,589 |
| Boston Family Office LLCBoston | $2.0B | 332 |
Background
Questions
How much does Baldwin Wealth Partners, LLC manage?
Baldwin Wealth Partners, LLC reports $2.3B in regulatory assets under management across 2,100 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 2, 2026.
How many clients does Baldwin Wealth Partners, LLC have?
It reports 738 individual clients: 366 high-net-worth individuals and 372 other individuals. Individuals account for about 91% of its regulatory assets.
Where is Baldwin Wealth Partners, LLC headquartered?
Its main office is in Marion, Massachusetts. It reports 9 offices in total and 34 employees, 14 of whom perform investment advisory functions.
How does Baldwin Wealth Partners, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Baldwin Wealth Partners, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: BNY Pershing and Charles Schwab. On Schedule D of its Form ADV filed September 2, 2026, it reports these amounts held: BNY Pershing ($1.6B); Charles Schwab ($636M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Baldwin Wealth Partners, LLC a hybrid RIA with a broker-dealer?
Baldwin Wealth Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Baldwin Wealth Partners, LLC a fiduciary?
As an SEC-registered investment adviser, Baldwin Wealth Partners, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Baldwin Wealth Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →