Peri Ann Aptaker
Investment Adviser Representative at BALDWIN WEALTH PARTNERS, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Peri Ann Aptaker has worked in the securities industry since 2004. They are registered to provide investment advisory services in Florida, Massachusetts, Rhode Island, and Texas.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.25% |
| Next $3,000,000 | 1.00% |
| Next $5,000,000 | 0.75% |
| Over $10,000,000 | 0.60% |
Firm-stated minimum; may be waived at the firm's discretion.
Baldwin Wealth Partners, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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