TB
THE BALDWIN GROUP WEALTH ADVISORS, LLC
SEC RegisteredTAMPA, FLhttps://baldwin.com813-934-2743
Assets Under Management
$25B+
Employees
50
Office Locations
5 offices
Total Accounts
2651
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 834 | $218M |
| High Net Worth Individuals | 337 | $437M |
| Charitable Organizations | 528 | $7.9B |
| State/Municipal Entities | 1 | — |
| Sovereign Wealth Funds | 2 | — |
0 total clients reported on Form ADV.
Leadership
Trevor Lowry Baldwin
CEO/PRESIDENT
Llc Brp Financial Services Holdings
OWNER
Llc Baldwin Krystyn Sherman Partners
OWNER
Llc Brp Middle Market Insurance Holdings
OWNER
Llc Baldwin Risk Partners
OWNER
Llc Baldwin Insurance Group Holdings
OWNER
Inc. Brp Group
OWNER
Darin Lee Gibson
MANAGING PARTNER
Bradford Lenzie Hale
CHIEF FINANCIAL OFFICER
Lisa Kim Estrada
CHIEF COMPLIANCE OFFICER
Office locations
5 offices in 5 states
FL
TAMPAHQ
MD
BETHESDA
CA
IRVINE
AL
FOLEY
TX
HOUSTON
Advisors at this firm
30 advisors in the directory
Joseph Thomas Alvarez
Investment Adviser Representative
James Christopher Anselmo
Investment Adviser Representative
Michael Victor Assaf
Investment Adviser Representative
Taylor Boyd
Investment Adviser Representative
Ryan C Call
Investment Adviser Representative
Jake Crici
Investment Adviser Representative
Jack Digney
Investment Adviser Representative
Gregg Fine
Investment Adviser Representative
David Tyler Gantz
Investment Adviser Representative
Darin Gibson
Investment Adviser Representative
Kenneth Francis Jewell
Investment Adviser Representative
Alexander Max Kuczera
Investment Adviser Representative
Kyle Labeaune
Investment Adviser Representative
Karin Kamille Langwasser
Investment Adviser Representative
Richard James Maxwell
Investment Adviser Representative
Sung Bin Joseph Park
Investment Adviser Representative
Thomas John Parzakonis
Investment Adviser Representative
Donald Earl Roberts
Investment Adviser Representative
Sina Soltani
Investment Adviser Representative
Laurie Lee Sowa-Westwood
Investment Adviser Representative
Todd Russell Stahl
Investment Adviser Representative
Tyler Augustus Stewart
Investment Adviser Representative
Alvin Tan
Investment Adviser Representative
Robert Trujillo
Investment Adviser Representative
Aaron Brett Vasquez
Investment Adviser Representative
Jeffrey Paul Warnock
Investment Adviser Representative
John Edward Wilhoit
Investment Adviser Representative
Gary Ray Wilkins
Investment Adviser Representative
Dylan Wilson
Investment Adviser Representative
Stephen Yu
Investment Adviser Representative
Regulatory & compliance
CRD number
#312284
SEC Number
801-120404
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
baldwin.comPhone
813-934-2743Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE BALDWIN GROUP WEALTH ADVISORS, 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.