BALDWIN WEALTH PARTNERS, LLC
SEC RegisteredCollaborative. Engaging. And Guided by Purpose.
About the firm
Baldwin Brothers Inc. (Baldwin Wealth Partners) is a wealth management firm located in Marion, Massachusetts, 60 miles southeast of Boston. The firm offers a personalized, comprehensive experience integrating personal aspects of clients' lives with wealth management strategies, including investment management, family office services, financial planning, and estate planning. The firm brings together four decades of commitment to strong corporate governance, environmental awareness, and community wellbeing.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, family office services, financial planning, estate planning, budgeting, bookkeeping, private investments and alternatives, and ESG-focused investing.
Who they serve
Individuals and families seeking personalized wealth management, including those with complex financial needs and next-generation planning considerations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 372 | $131M |
| High Net Worth Individuals | 366 | $2.0B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $12M |
| State/Municipal Entities | 42 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
17 advisors in the directory
Regulatory & compliance
| 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% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BALDWIN WEALTH PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.