THE BALDWIN GROUP WEALTH ADVISORS, LLC
SEC RegisteredProtecting the Possible ®
About the firm
The Baldwin Group is a risk management, insurance, employee benefits, and wealth management advisory firm that simplifies complexity to protect what's possible, offering solutions for both individuals and businesses.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Risk management, insurance (personal and business), employee benefits, private risk management, wealth management, and retirement consulting.
Who they serve
Individuals and families, as well as businesses of various types.
| 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
Office locations
Advisors at this firm
47 advisors in the directory
Regulatory & compliance
Data as of April 1, 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. 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.