Baldwin Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Marion, MA. Its latest Form ADV filing, dated March 23, 2026, reports $2.3B in regulatory assets under management, 34 employees, 7 offices, and 2,100 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 46.0% of total clients.
Top client categories% of clientsClients
1
Individuals
46.0%
372
2
HNWI
45.2%
366
3
Charitable
5.2%
42
4
Corporations
3.5%
28
5
Pooled Investment Vehicles
0.1%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 23, 2026
Discretionary99.8%
$2.3B
100% of total RAUM99.8%
Non-discretionary0.2%
$5M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.3B
Total Accounts2,100
10Y AUM Change+$1.6B (+206.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees34
Clients per Employee24:1
10Y Employee Change+13 (+61.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.