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| Keyboard |
| The Baldwin Group Wealth Advisors LLC
✚
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|---|---|
| CRD # | 312284 |
| SEC # | 801-120404 |
| CIK # | |
| AUM | 27.28 B (2026-04-01) |
| Employees | 50 (100% Investors, 34% Brokers) |
| Phone | 813-934-2743 |
| Address | 4211 W Boy Scout Blvd Tampa, FL 33607 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 834 | 0.2 |
| (b) Individuals (high net worth individuals) | 337 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 528 | 7.9 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 1 | 0.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 431 | 18.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,651 | 27.3 |
| By Discretionary | ||
| Discretionary | 1,920 | 3.1 |
| Non-Discretionary | 731 | 24.2 |
| Total | 2,651 | 27.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 27.3 | |
| Total | 2,651 | 27.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
&Partners
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|
TN | 30.27 B |
|
Advanced Capital Group Inc
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|
MN | 29.99 B |
|
Addenda Capital Inc
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29.02 B | |
|
Wellth Advisory Services LLC
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|
26.68 B | |
|
LPL Enterprise LLC
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|
SC | 24.94 B |
|
United Capital Financial Advisors LLC
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|
TX | 24.65 B |
|
Matson Money Inc
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|
OH | 24.33 B |
|
LeafHouse Financial Advisors LLC
✚
|
TX | 24.09 B |
|
Merit Financial Group LLC
✚
|
GA | 23.88 B |
|
Capital Advisors Group Inc
✚
|
MA | 23.03 B |