Wealth Manager
    SEC Registered
    Manages Private Funds

    The Baldwin Group Wealth Advisors, LLC

    Registered investment advisor · Tampa, Florida · CRD #312284

    Assets Under Management
    $27.3B
    Client Accounts
    2,651
    Employees
    50
    CRD Number
    312284
    Registration
    SEC Registered
    Custodian
    Lpl Financial Llc, Fidelity Investments

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About The Baldwin Group Wealth Advisors, LLC

    The Baldwin Group is an award-winning advisory firm based in Tampa, Florida, specializing in insurance, risk management, employee benefits, and wealth management solutions. Founded in 2011, the company operates a network of nearly 40 regional brands and employs over 4,200 people across the United States. The firm is known for its "powered by people" culture and its internal framework, The Azimuth, which aligns its mission, vision, and core values. The Baldwin Group offers a range of customized

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for The Baldwin Group Wealth Advisors, LLC

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    Frequently Asked Questions

    What is The Baldwin Group Wealth Advisors, LLC's AUM?

    The Baldwin Group Wealth Advisors, LLC reports approximately $27.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is The Baldwin Group Wealth Advisors, LLC headquartered?

    The Baldwin Group Wealth Advisors, LLC is headquartered in Tampa, Florida.

    What is The Baldwin Group Wealth Advisors, LLC's CRD number?

    The Baldwin Group Wealth Advisors, LLC's CRD number is 312284. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does The Baldwin Group Wealth Advisors, LLC manage?

    The Baldwin Group Wealth Advisors, LLC manages approximately 2,651 client accounts according to its latest SEC filing.

    Is The Baldwin Group Wealth Advisors, LLC SEC registered?

    Yes, The Baldwin Group Wealth Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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