BALDWIN WEALTH PARTNERS, LLC
CRD #105343 SEC #801-15418 MARION, MA (508) 748-0800
SEC Registered Private Funds
Total AUM
$2.4B
Discretionary
$2.4B
Employees
33
Clients
26
Accounts
2,252
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.4B | $2.4B | $4.5M | 33 | 0 |
| Oct 2025 | $2.4B | $2.4B | $4.5M | 33 | 0 |
| Sep 2025 | $2.4B | $2.4B | $4.5M | 33 | 0 |
| Aug 2025 | $2.4B | $2.4B | $4.5M | 33 | 0 |
| Jul 2025 | $2.4B | $2.4B | $4.5M | 33 | 0 |
| May 2025 | $2.5B | $2.5B | $4.2M | 33 | 0 |
| Apr 2025 | $2.5B | $2.5B | $4.2M | 33 | 0 |
| Mar 2025 | $2.5B | $2.5B | $4.2M | 33 | 0 |
| Dec 2024 | $2.3B | $2.2B | $71.5M | 29 | 0 |
| Nov 2024 | $2.3B | $2.2B | $71.5M | 29 | 0 |
| Nov 2024 | $2.3B | $2.2B | $71.5M | 29 | 0 |
| Oct 2024 | $2.3B | $2.2B | $71.5M | 29 | 0 |
| Sep 2024 | $2.3B | $2.2B | $71.5M | 29 | 0 |
| Jul 2024 | $2.3B | $2.2B | $71.5M | 29 | 0 |
| Jun 2024 | $2.3B | $2.2B | $71.5M | 29 | 0 |
| Mar 2024 | $2.3B | $2.2B | $71.5M | 29 | 0 |
| Nov 2023 | $1.9B | $1.9B | $36.9M | 30 | 0 |
| Nov 2023 | $1.9B | $1.9B | $36.9M | 30 | 0 |
| May 2023 | $1.9B | $1.9B | $36.9M | 30 | 0 |
| Mar 2023 | $1.9B | $1.9B | $36.9M | 30 | 0 |
| Feb 2023 | $1.6B | $1.6B | $58.4M | 21 | 0 |
| Jan 2023 | $1.6B | $1.6B | $58.4M | 21 | 0 |
| Dec 2022 | $1.6B | $1.6B | $58.4M | 21 | 0 |
| Nov 2022 | $1.6B | $1.6B | $58.4M | 21 | 0 |
| Oct 2022 | $1.6B | $1.6B | $58.4M | 21 | 0 |
| Oct 2022 | $1.6B | $1.6B | $58.4M | 21 | 0 |
| Jul 2022 | $1.6B | $1.6B | $58.4M | 21 | 0 |
| Jun 2022 | $1.6B | $1.6B | $58.4M | 21 | 0 |
| Mar 2022 | $1.6B | $1.6B | $58.4M | 21 | 0 |
| Mar 2022 | $1.4B | $1.4B | $40.2M | 20 | 0 |
| Dec 2021 | $1.4B | $1.4B | $40.2M | 20 | 0 |
| Nov 2021 | $1.3B | $1.3B | $34.1M | 20 | 0 |
| Oct 2021 | $1.3B | $1.3B | $34.1M | 20 | 0 |
| Aug 2021 | $1.3B | $1.3B | $34.1M | 20 | 0 |
| Mar 2021 | $1.3B | $1.3B | $34.1M | 20 | 0 |
| Nov 2020 | $1.2B | $1.2B | $27.2M | 19 | 0 |
| Oct 2020 | $1.2B | $1.2B | $27.2M | 19 | 0 |
| Sep 2020 | $1.2B | $1.2B | $27.2M | 19 | 0 |
| Aug 2020 | $1.2B | $1.2B | $27.2M | 19 | 0 |
| Jul 2020 | $1.2B | $1.2B | $27.2M | 19 | 0 |
| Jun 2020 | $1.2B | $1.2B | $27.2M | 19 | 0 |
| Jun 2020 | $1.2B | $1.2B | $27.2M | 19 | 0 |
| Mar 2020 | $1.2B | $1.2B | $27.2M | 19 | 0 |
| Nov 2019 | $1B | $982.5M | $27.7M | 20 | 0 |
| Aug 2019 | $1B | $982.5M | $27.7M | 20 | 0 |
| Mar 2019 | $1B | $982.5M | $27.7M | 20 | 0 |
| Sep 2018 | $1B | $975.8M | $29M | 21 | 0 |
| Jul 2018 | $1B | $975.8M | $29M | 21 | 0 |
| Mar 2018 | $1B | $975.8M | $29M | 21 | 0 |
| Nov 2017 | $762M | $749M | $13.1M | 21 | 0 |
| Jun 2017 | $762M | $749M | $13.1M | 21 | 300 |
| Mar 2017 | $762M | $749M | $13.1M | 21 | 300 |
| Nov 2016 | $772.2M | $743.3M | $29M | 19 | 300 |
| Oct 2016 | $772.2M | $743.3M | $29M | 19 | 300 |
| Sep 2016 | $772.2M | $743.3M | $29M | 19 | 300 |
| Jun 2016 | $936.4M | $924.6M | $11.8M | 24 | 300 |
| May 2016 | $936.4M | $924.6M | $11.8M | 24 | 300 |
| Mar 2016 | $936.4M | $924.6M | $11.8M | 24 | 300 |
| Oct 2015 | $993.9M | $981.7M | $12.2M | 23 | 200 |
| Mar 2015 | $993.9M | $981.7M | $12.2M | 23 | 200 |
| Nov 2014 | $939.9M | $903.3M | $36.6M | 22 | 300 |
| Mar 2014 | $939.9M | $903.3M | $36.6M | 22 | 300 |
| Oct 2013 | $828.9M | $828.9M | $0 | 19 | 400 |
| Sep 2013 | $828.9M | $828.9M | $0 | 19 | 400 |
| May 2013 | $721.4M | $721.4M | $0 | 19 | 400 |
| Mar 2013 | $721.4M | $721.4M | $0 | 19 | 400 |
| Sep 2012 | $725.8M | $725.8M | $0 | 11 | 400 |
| Mar 2012 | $725.8M | $725.8M | $0 | 11 | 400 |
| May 2011 | $775.1M | $775.1M | $0 | -- | -- |
| Mar 2011 | $775.1M | $775.1M | $0 | -- | -- |
| Mar 2011 | $775.1M | $775.1M | $0 | -- | -- |
| Mar 2009 | $992.5M | $992.5M | $0 | -- | -- |
| Mar 2008 | $1.3B | $1.3B | $0 | -- | -- |
| Mar 2007 | $1.2B | $1.2B | $0 | -- | -- |
| Jan 2007 | $1.2B | $1.2B | $0 | 10 | -- |
| Mar 2006 | $1.4B | $1.4B | $0 | 10 | -- |
| Sep 2005 | $1.3B | $1.3B | $0 | 10 | -- |
| Jan 2005 | $886.7M | $886.7M | $0 | 10 | -- |
| Mar 2002 | $908.2M | $908.2M | $0 | 10 | -- |
| Jul 2001 | $927.1M | $927.1M | $0 | 10 | -- |
DateDec 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$4.5M
Employees33
Clients0
DateOct 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$4.5M
Employees33
Clients0
DateSep 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$4.5M
Employees33
Clients0
DateAug 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$4.5M
Employees33
Clients0
DateJul 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$4.5M
Employees33
Clients0
DateMay 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$4.2M
Employees33
Clients0
DateApr 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$4.2M
Employees33
Clients0
DateMar 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$4.2M
Employees33
Clients0
DateDec 2024
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$71.5M
Employees29
Clients0
DateNov 2024
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$71.5M
Employees29
Clients0
DateNov 2024
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$71.5M
Employees29
Clients0
DateOct 2024
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$71.5M
Employees29
Clients0
DateSep 2024
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$71.5M
Employees29
Clients0
DateJul 2024
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$71.5M
Employees29
Clients0
DateJun 2024
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$71.5M
Employees29
Clients0
DateMar 2024
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$71.5M
Employees29
Clients0
DateNov 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$36.9M
Employees30
Clients0
DateNov 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$36.9M
Employees30
Clients0
DateMay 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$36.9M
Employees30
Clients0
DateMar 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$36.9M
Employees30
Clients0
DateFeb 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$58.4M
Employees21
Clients0
DateJan 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$58.4M
Employees21
Clients0
DateDec 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$58.4M
Employees21
Clients0
DateNov 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$58.4M
Employees21
Clients0
DateOct 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$58.4M
Employees21
Clients0
DateOct 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$58.4M
Employees21
Clients0
DateJul 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$58.4M
Employees21
Clients0
DateJun 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$58.4M
Employees21
Clients0
DateMar 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$58.4M
Employees21
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$40.2M
Employees20
Clients0
DateDec 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$40.2M
Employees20
Clients0
DateNov 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$34.1M
Employees20
Clients0
DateOct 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$34.1M
Employees20
Clients0
DateAug 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$34.1M
Employees20
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$34.1M
Employees20
Clients0
DateNov 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$27.2M
Employees19
Clients0
DateOct 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$27.2M
Employees19
Clients0
DateSep 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$27.2M
Employees19
Clients0
DateAug 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$27.2M
Employees19
Clients0
DateJul 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$27.2M
Employees19
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$27.2M
Employees19
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$27.2M
Employees19
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$27.2M
Employees19
Clients0
DateNov 2019
Total AUM$1B
Discretionary$982.5M
Non-Disc.$27.7M
Employees20
Clients0
DateAug 2019
Total AUM$1B
Discretionary$982.5M
Non-Disc.$27.7M
Employees20
Clients0
DateMar 2019
Total AUM$1B
Discretionary$982.5M
Non-Disc.$27.7M
Employees20
Clients0
DateSep 2018
Total AUM$1B
Discretionary$975.8M
Non-Disc.$29M
Employees21
Clients0
DateJul 2018
Total AUM$1B
Discretionary$975.8M
Non-Disc.$29M
Employees21
Clients0
DateMar 2018
Total AUM$1B
Discretionary$975.8M
Non-Disc.$29M
Employees21
Clients0
DateNov 2017
Total AUM$762M
Discretionary$749M
Non-Disc.$13.1M
Employees21
Clients0
DateJun 2017
Total AUM$762M
Discretionary$749M
Non-Disc.$13.1M
Employees21
Clients300
DateMar 2017
Total AUM$762M
Discretionary$749M
Non-Disc.$13.1M
Employees21
Clients300
DateNov 2016
Total AUM$772.2M
Discretionary$743.3M
Non-Disc.$29M
Employees19
Clients300
DateOct 2016
Total AUM$772.2M
Discretionary$743.3M
Non-Disc.$29M
Employees19
Clients300
DateSep 2016
Total AUM$772.2M
Discretionary$743.3M
Non-Disc.$29M
Employees19
Clients300
DateJun 2016
Total AUM$936.4M
Discretionary$924.6M
Non-Disc.$11.8M
Employees24
Clients300
DateMay 2016
Total AUM$936.4M
Discretionary$924.6M
Non-Disc.$11.8M
Employees24
Clients300
DateMar 2016
Total AUM$936.4M
Discretionary$924.6M
Non-Disc.$11.8M
Employees24
Clients300
DateOct 2015
Total AUM$993.9M
Discretionary$981.7M
Non-Disc.$12.2M
Employees23
Clients200
DateMar 2015
Total AUM$993.9M
Discretionary$981.7M
Non-Disc.$12.2M
Employees23
Clients200
DateNov 2014
Total AUM$939.9M
Discretionary$903.3M
Non-Disc.$36.6M
Employees22
Clients300
DateMar 2014
Total AUM$939.9M
Discretionary$903.3M
Non-Disc.$36.6M
Employees22
Clients300
DateOct 2013
Total AUM$828.9M
Discretionary$828.9M
Non-Disc.$0
Employees19
Clients400
DateSep 2013
Total AUM$828.9M
Discretionary$828.9M
Non-Disc.$0
Employees19
Clients400
DateMay 2013
Total AUM$721.4M
Discretionary$721.4M
Non-Disc.$0
Employees19
Clients400
DateMar 2013
Total AUM$721.4M
Discretionary$721.4M
Non-Disc.$0
Employees19
Clients400
DateSep 2012
Total AUM$725.8M
Discretionary$725.8M
Non-Disc.$0
Employees11
Clients400
DateMar 2012
Total AUM$725.8M
Discretionary$725.8M
Non-Disc.$0
Employees11
Clients400
DateMay 2011
Total AUM$775.1M
Discretionary$775.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$775.1M
Discretionary$775.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$775.1M
Discretionary$775.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$992.5M
Discretionary$992.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$886.7M
Discretionary$886.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$908.2M
Discretionary$908.2M
Non-Disc.$0
Employees10
Clients--
DateJul 2001
Total AUM$927.1M
Discretionary$927.1M
Non-Disc.$0
Employees10
Clients--