BALDWIN WEALTH PARTNERS, LLC

RIASEC RegisteredEst. 1980
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$1.1M
Accounts
2,100
Employees
34
Advisory reps
18

Firm details

Headquarters
MARION, Massachusetts
CRD number
105343
Registered since
July 1, 1980
Website
www.baldwin-llc.com
Custodians
PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI85.4%
  • Individuals5.6%
  • Charitable Organizations5.2%
  • Corporations / Businesses3.24%
  • Pooled Investment Vehicles0.51%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Baldwin Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 1980. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning alongside portfolio management for individuals, small businesses, pooled vehicles and institutions. Service fees include percentage-of-AUM arrangements as well as fixed and other fee types. Baldwin reports being an active ESG investor and provides selection-of-other-advisers services as part of its advisory menu.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, Public Funds/Mutual Funds 26%, Cash & Cash Equivalents 7%, US Government Bonds 4%, State & Local Bonds 2%, Non-Exchange Traded Equities 1%, Private Funds 1%59%
  • Exchange Traded Equities59%
  • Public Funds/Mutual Funds26%
  • Cash & Cash Equivalents7%
  • US Government Bonds4%
  • State & Local Bonds2%

Owners & executives

3 of 3

  • STEVEN DEAN

    Chief Compliance OfficerCRD 4344419

  • TAYLOR BALDWIN

    Managing Partner, CCO and COOCRD 6163173

  • TERESA TAVARES

    Director and Chief Financial OfficerCRD 8241534

Contacts

3 of 15

  • ARI LAZAR

    Investment AnalystCRD 6775502

  • KIMBERLY SWIFT

    Service AdvisorCRD 2422848

  • ANDREW MCINTIRE

    Managing PartnerCRD 1965888

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 73

Active vs passive

$321M in ETFs

Passive

72%

$231M

Active

26%

$90.1M

ETFProviderStyleCategoryValueShares% of portfolio
JPMORGAN ACTIVE BOND ETF (JBND)JP MorganActiveIntermediate Core Bond$79M1,469,23224.64%
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Location

Primary office

MARION, MA

PLYMOUTH

Location

MARION, MA

Headquartered in MARION, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
PLYMOUTH
Address
204 Spring St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth