SEC Form ADV · CIK 1021258

BALDWIN WEALTH PARTNERS, LLC

Firm profile: Baldwin Wealth Partners — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMA
$2.3B
Assets Under Management
34
Employees
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Registration Details

CIK
1021258
Accession
crd-105343
Location
MARION, MA
Filing Date
September 2, 2026
AUM
$2.3B
Institutional Clients
43
Employees
34
Amendment
No

Client Types

IndividualsHNW IndividualsPooled Investment VehiclesPension PlansCharitable OrganizationsCorporations

Private Funds

1 private fund reported on Form ADV Schedule D 7.B.1, $12.0M in combined gross assets.

  • GROUP8 VENTURES LLCVenture Capital Fund$12.0M

About this Adviser

BALDWIN WEALTH PARTNERS, LLC is a registered investment adviser headquartered in MARION, MA, managing approximately $2.3B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.