RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 5, 2025
Branch Offices
9

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTNA Control
BALDWIN, TAYLOR, CONVERSEIEXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEIEXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEIEXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEIEXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEIEXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEIEXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEIEXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEIEXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEIVICE PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEIVICE PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEIVICE PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEIVICE PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEIVICE PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEIVICE PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEIVICE PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEIVICE PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEIVICE PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEIVICE PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEIVICE PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEIVICE PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEIVICE PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEIVICE PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEIVICE PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
BARRETT, DAVID, ANSONIVICE PRESIDENT/SECRETARYNA Control
BARRETT, DAVID, ANSONIVICE PRESIDENT/SECRETARYNA Control
BARRETT, DAVID, ANSONIVICE PRESIDENT/SECRETARYNA Control
BARRETT, DAVID, ANSONIVICE PRESIDENT/SECRETARYNA Control
DEAN, STEVEN, THOMASICHIEF COMPLIANCE OFFICERNA Control
DEAN, STEVEN, THOMASICHIEF COMPLIANCE OFFICERNA Control
DEAN, STEVEN, THOMASICHIEF COMPLIANCE OFFICERNA Control
DEAN, STEVEN, THOMASICHIEF COMPLIANCE OFFICERNA Control
DEAN, STEVEN, THOMASICHIEF COMPLIANCE OFFICERNA Control
DEAN, STEVEN, THOMASICHIEF COMPLIANCE OFFICERNA Control
DEAN, STEVEN, THOMASICHIEF COMPLIANCE OFFICERNA Control
DEAN, STEVEN, THOMASICHIEF COMPLIANCE OFFICERNA Control
DEAN, STEVEN, THOMASICHIEF COMPLIANCE OFFICERNA Control
DEAN, STEVEN, THOMASICHIEF COMPLIANCE OFFICERNA Control
DEAN, STEVEN, THOMASICHIEF COMPLIANCE OFFICERNA Control
DEAN, STEVEN, THOMASICHIEF COMPLIANCE OFFICERNA Control
DEAN, STEVEN, THOMASICHIEF COMPLIANCE OFFICERNA Control
DEAN, STEVEN, THOMASICHIEF COMPLIANCE OFFICERNA Control
DEAN, STEVEN, THOMASICHIEF COMPLIANCE OFFICERNA Control
DEAN, STEVEN, THOMASICHIEF COMPLIANCE OFFICERNA Control
KLEIN, WILLIAM, W.ICHIEF INVESTMENT OFFICERNA Control
KLEIN, WILLIAM, W.ICHIEF INVESTMENT OFFICERNA Control
KLEIN, WILLIAM, W.ICHIEF INVESTMENT OFFICERNA Control
KLEIN, WILLIAM, W.ICHIEF INVESTMENT OFFICERNA Control
KLEIN, WILLIAM, W.ICHIEF INVESTMENT OFFICERNA Control
KLEIN, WILLIAM, W.ICHIEF INVESTMENT OFFICERNA Control
KLEIN, WILLIAM, W.ICHIEF INVESTMENT OFFICERNA Control
KLEIN, WILLIAM, W.ICHIEF INVESTMENT OFFICERNA Control
KLEIN, WILLIAM, W.ICHIEF INVESTMENT OFFICERNA Control
KLEIN, WILLIAM, W.ICHIEF INVESTMENT OFFICERNA Control
KLEIN, WILLIAM, W.ICHIEF INVESTMENT OFFICERNA Control
KLEIN, WILLIAM, W.ICHIEF INVESTMENT OFFICERNA Control
KLEIN, WILLIAM, W.ICHIEF INVESTMENT OFFICERNA Control
KLEIN, WILLIAM, W.ICHIEF INVESTMENT OFFICERNA Control
KLEIN, WILLIAM, W.ICHIEF INVESTMENT OFFICERNA Control
KLEIN, WILLIAM, W.ICHIEF INVESTMENT OFFICERNA Control
KLEIN, WILLIAM, W.ICHIEF INVESTMENT OFFICERNA Control
KLEIN, WILLIAM, W.ICHIEF INVESTMENT OFFICERNA Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERNA Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERNA Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERNA Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERNA Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERNA Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERNA Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERNA Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERNA Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERNA Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERNA Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERNA Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERNA Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERNA Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERNA Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERNA Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERNA Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERNA Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERNA Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERNA Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERNA Control
Morse, Matthew, S.ICHIEF INVESTMENT OFFICERNA Control
Morse, Matthew, S.ICHIEF INVESTMENT OFFICERNA Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
LULWORTH, LTD.DESHAREHOLDERE Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERC Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERC Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERC Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERC Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTC Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTC Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTC Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTC Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTC Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTC Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTC Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTC Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTC Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTC Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTC Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTC Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTC Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTC Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTC Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTC Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTC Control
BALDWIN, MICHAELIDIRECTOR/PRESIDENTC Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERC Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERC Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERC Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERC Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERC Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERC Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERC Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERC Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERC Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERC Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERC Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERC Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERC Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERC Control
BARRETT, DAVID, ANSONIVICE PRESIDENT/SECRETARYC Control
BARRETT, DAVID, ANSONIVICE PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICERC Control
BARRETT, DAVID, ANSONIVICE PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICERC Control
BARRETT, DAVID, ANSONIVICE PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICERC Control
BARRETT, DAVID, ANSONIVICE PRESIDENT/SECRETARYC Control
BARRETT, DAVID, ANSONIVICE PRESIDENT/SECRETARYC Control
BARRETT, DAVID, ANSONIVICE PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICERC Control
BARRETT, DAVID, ANSONIVICE PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICERC Control
BARRETT, DAVID, ANSONIVICE PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICERC Control
BARRETT, DAVID, ANSONIVICE PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICERC Control
BARRETT, DAVID, ANSONIVICE PRESIDENT/SECRETARYC Control
BARRETT, DAVID, ANSONIVICE PRESIDENT/SECRETARYC Control
BARRETT, DAVID, ANSONIVICE PRESIDENT/SECRETARYC Control
BARRETT, DAVID, ANSONIVICE PRESIDENT/SECRETARYC Control
BARRETT, DAVID, ANSONIVICE PRESIDENT/SECRETARYC Control
BARRETT, DAVID, ANSONIVICE PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICERC Control
BARRETT, DAVID, ANSONIVICE PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICERC Control
BARRETT, DAVID, ANSONIVICE PRESIDENT/SECRETARYC Control
LULWORTH, LTD.DESHAREHOLDERC Control
LULWORTH, LTD.DESHAREHOLDERC Control
LULWORTH, LTD.DESHAREHOLDERC Control
LULWORTH, LTD.DESHAREHOLDERC Control
LULWORTH, LTD.DESHAREHOLDERC Control
LULWORTH, LTD.DESHAREHOLDERC Control
LULWORTH, LTD.DESHAREHOLDERC Control
LULWORTH, LTD.DESHAREHOLDERC Control
LULWORTH, LTD.DESHAREHOLDERC Control
LULWORTH, LTD.DESHAREHOLDERC Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERC Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERC Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERC Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERC Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERC Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERC Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERC Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERC Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERC Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERC Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERC Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERC Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERC Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERC Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORC Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORC Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORC Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORC Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORC Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORC Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORC Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORC Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORC Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORC Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORC Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORC Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORC Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORC Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
AMERICAN RESEARCH & MANAGEMENT CODESHAREHOLDERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICERB Control
BALDWIN, TAYLOR, CONVERSEICHIEF OPERATING OFFICERB Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERB Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERB Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERB Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERB Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERB Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERB Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERB Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERB Control
MANNIX, JOHN, LEONARDISHAREHOLDERB Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERB Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICERB Control
MANNIX, JOHN, LEONARDISHAREHOLDERB
MANNIX, JOHN, LEONARDISHAREHOLDERB
MANNIX, JOHN, LEONARDISHAREHOLDERB
MANNIX, JOHN, LEONARDISHAREHOLDERB
MANNIX, JOHN, LEONARDISHAREHOLDERB
MANNIX, JOHN, LEONARDISHAREHOLDERB
MANNIX, JOHN, LEONARDISHAREHOLDERB
MANNIX, JOHN, LEONARDISHAREHOLDERB
MANNIX, JOHN, LEONARDISHAREHOLDERB
MANNIX, JOHN, LEONARDISHAREHOLDERB
MANNIX, JOHN, LEONARDISHAREHOLDERB
MANNIX, JOHN, LEONARDISHAREHOLDERB
MANNIX, JOHN, LEONARDISHAREHOLDERB
MANNIX, JOHN, LEONARDISHAREHOLDERB
MANNIX, JOHN, LEONARDISHAREHOLDERB
MANNIX, JOHN, LEONARDISHAREHOLDERB
MANNIX, JOHN, LEONARDISHAREHOLDERB
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MARVEL, WILLIAM, HARVEYIMANAGING DIRECTORB Control
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
MERCHANT WEALTH PARTNERSDESHAREHOLDERB
WALLERSTEIN, ANDREW, MICHAELICHIEF COMPLIANCE OFFICERB Control
WALLERSTEIN, ANDREW, MICHAELICHIEF COMPLIANCE OFFICERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
STONE, ELLEN, O'GORMANILULWORTHF
STONE, ELLEN, O'GORMANILULWORTHF
STONE, ELLEN, O'GORMANILULWORTHF
STONE, ELLEN, O'GORMANILULWORTHF
STONE, ELLEN, O'GORMANILULWORTHF
STONE, ELLEN, O'GORMANILULWORTHF
STONE, ELLEN, O'GORMANILULWORTHF
STONE, ELLEN, O'GORMANILULWORTHF
STONE, ELLEN, O'GORMANILULWORTHF
STONE, ELLEN, O'GORMANILULWORTHF
STONE, ELLEN, O'GORMANILULWORTHF
BALDWIN, MICHAELILULWORTHE Control
BALDWIN, MICHAELILULWORTHE Control
BALDWIN, MICHAELILULWORTHE Control
BALDWIN, MICHAELILULWORTHE Control
BALDWIN, MICHAELILULWORTHE Control
BALDWIN, MICHAELILULWORTHE Control
BALDWIN, MICHAELILULWORTHE Control
BALDWIN, MICHAELILULWORTHE Control
BALDWIN, MICHAELILULWORTHE Control
BALDWIN, MICHAELILULWORTHE Control
BALDWIN, MICHAELILULWORTHE Control
BALDWIN, MICHAELILULWORTHE Control
BALDWIN, MICHAELILULWORTHE Control
BALDWIN, MICHAELILULWORTHE Control
BALDWIN, MICHAELILULWORTHE Control
BALDWIN, MICHAELILULWORTHE Control
BALDWIN, MICHAELILULWORTH, LTD.E Control
BALDWIN, MICHAELILULWORTHE Control
BALDWIN, MICHAELILULWORTHE Control
BALDWIN, MICHAELILULWORTH, LTD.E Control
BALDWIN, MICHAELILULWORTHE Control
BALDWIN, MICHAELILULWORTH, LTD.E Control
BALDWIN, MICHAELILULWORTH, LTD.E Control
BALDWIN, MICHAELILULWORTH, LTD.E Control
BALDWIN, MICHAELILULWORTH, LTD.E Control
BALDWIN, MICHAELILULWORTH, LTD.E Control
BALDWIN, MICHAELILULWORTH, LTD.E Control
BALDWIN, MICHAELILULWORTH, LTD.E Control
BALDWIN, MICHAELILULWORTH, LTD.E Control
MCINTIRE, ANDREW, FLETCHERIAMERICAN RESEARCH & MANAGEMENT COD Control
MCINTIRE, ANDREW, FLETCHERIAMERICAN RESEARCH & MANAGEMENT COD Control
MCINTIRE, ANDREW, FLETCHERIAMERICAN RESEARCH & MANAGEMENT COD Control
MCINTIRE, ANDREW, FLETCHERIAMERICAN RESEARCH & MANAGEMENT COD Control
MCINTIRE, ANDREW, FLETCHERIAMERICAN RESEARCH & MANAGEMENT COD Control
MCINTIRE, ANDREW, FLETCHERIAMERICAN RESEARCH & MANAGEMENT COD Control
MCINTIRE, ANDREW, FLETCHERIAMERICAN RESEARCH & MANAGEMENT COD Control
MCINTIRE, ANDREW, FLETCHERIAMERICAN RESEARCH & MANAGEMENT COD Control
MCINTIRE, ANDREW, FLETCHERIAMERICAN RESEARCH & MANAGEMENT COD Control
MCINTIRE, ANDREW, FLETCHERIAMERICAN RESEARCH & MANAGEMENT COD Control
MCINTIRE, ANDREW, FLETCHERIAMERICAN RESEARCH & MANAGEMENT COD Control
MCINTIRE, ANDREW, FLETCHERIAMERICAN RESEARCH & MANAGEMENT COD Control
MCINTIRE, ANDREW, FLETCHERIAMERICAN RESEARCH & MANAGEMENT COD Control
MCINTIRE, ANDREW, FLETCHERIAMERICAN RESEARCH & MANAGEMENT COD Control
MCINTIRE, ANDREW, FLETCHERIAMERICAN RESEARCH & MANAGEMENT COD Control
MCINTIRE, ANDREW, FLETCHERIAMERICAN RESEARCH & MANAGEMENT COD Control
MCINTIRE, ANDREW, FLETCHERIAMERICAN RESEARCH & MANAGEMENT COD Control
MCINTIRE, ANDREW, FLETCHERIAMERICAN RESEARCH & MANAGEMENT COD Control
MCINTIRE, ANDREW, FLETCHERIAMERICAN RESEARCH & MANAGEMENT COD Control
STRAND, ERIC, HAAKONIAMERICAN RESEARCH & MANAGEMENT COD Control
STRAND, ERIC, HAAKONIAMERICAN RESEARCH & MANAGEMENT COD Control
STRAND, ERIC, HAAKONIAMERICAN RESEARCH & MANAGEMENT COD Control
STRAND, ERIC, HAAKONIAMERICAN RESEARCH & MANAGEMENT COD Control
STRAND, ERIC, HAAKONIAMERICAN RESEARCH & MANAGEMENT COD Control
STRAND, ERIC, HAAKONIAMERICAN RESEARCH & MANAGEMENT COD Control
STRAND, ERIC, HAAKONIAMERICAN RESEARCH & MANAGEMENT COD Control
STRAND, ERIC, HAAKONIAMERICAN RESEARCH & MANAGEMENT COD Control
STRAND, ERIC, HAAKONIAMERICAN RESEARCH & MANAGEMENT COD Control
STRAND, ERIC, HAAKONIAMERICAN RESEARCH & MANAGEMENT COD Control
STRAND, ERIC, HAAKONIAMERICAN RESEARCH & MANAGEMENT COD Control
STRAND, ERIC, HAAKONIAMERICAN RESEARCH & MANAGEMENT COD Control
STRAND, ERIC, HAAKONIAMERICAN RESEARCH & MANAGEMENT COD Control
STRAND, ERIC, HAAKONIAMERICAN RESEARCH & MANAGEMENT COD Control
STRAND, ERIC, HAAKONIAMERICAN RESEARCH & MANAGEMENT COD Control
STRAND, ERIC, HAAKONIAMERICAN RESEARCH & MANAGEMENT COD Control
STRAND, ERIC, HAAKONIAMERICAN RESEARCH & MANAGEMENT COD Control
STRAND, ERIC, HAAKONIAMERICAN RESEARCH & MANAGEMENT COD Control
STRAND, ERIC, HAAKONIAMERICAN RESEARCH & MANAGEMENT COD Control
BALDWIN, MICHAELILULWORTHC Control
BALDWIN, MICHAELILULWORTHC Control
BALDWIN, MICHAELILULWORTHC Control
BALDWIN, MICHAELILULWORTHC Control
BALDWIN, MICHAELILULWORTHC Control
BALDWIN, MICHAELILULWORTHC Control
BALDWIN, MICHAELILULWORTHC Control
BALDWIN, MICHAELILULWORTHC Control
BALDWIN, MICHAELILULWORTHC Control
BALDWIN, MICHAELILULWORTHC Control
BALDWIN, MICHAELILULWORTHC Control
BALDWIN, MICHAELILULWORTHC Control
BALDWIN, MICHAELILULWORTHC Control
BALDWIN, MICHAELILULWORTHC Control
BALDWIN, MICHAELILULWORTHC Control
BALDWIN, MICHAELILULWORTHC Control
BALDWIN, MICHAELILULWORTHC Control
BALDWIN, MICHAELILULWORTHC Control
BALDWIN, MICHAELILULWORTHC Control
BALDWIN, MICHAELILULWORTHC Control
BALDWIN, MICHAELILULWORTHC Control
BALDWIN, MICHAELILULWORTHC Control
BARRETT, DAVID, ANSONILULWORTHC Control
BARRETT, DAVID, ANSONILULWORTHC Control
BARRETT, DAVID, ANSONILULWORTHC Control
BARRETT, DAVID, ANSONILULWORTHC Control
BARRETT, DAVID, ANSONILULWORTHC Control
BARRETT, DAVID, ANSONILULWORTHC Control
BARRETT, DAVID, ANSONILULWORTHC Control
BARRETT, DAVID, ANSONILULWORTHC Control
BARRETT, DAVID, ANSONILULWORTHC Control
BARRETT, DAVID, ANSONILULWORTHC Control
BARRETT, DAVID, ANSONILULWORTHC Control
BARRETT, DAVID, ANSONILULWORTHC Control
BARRETT, DAVID, ANSONILULWORTHC Control
BARRETT, DAVID, ANSONILULWORTHC Control
BARRETT, DAVID, ANSONILULWORTHC Control
BARRETT, DAVID, ANSONILULWORTHC Control
BARRETT, DAVID, ANSONILULWORTHC Control
BARRETT, DAVID, ANSONILULWORTHC Control
BARRETT, DAVID, ANSONILULWORTHC Control
BARRETT, DAVID, ANSONILULWORTHC Control
BARRETT, DAVID, ANSONILULWORTHC Control
BARRETT, DAVID, ANSONILULWORTHC Control

Registrations

Federal

IA
Dec 5, 2025 REGISTERED

Notice Filings (36)

AK AL AZ CA CO CT DC DE FL GA HI IL IN KY LA MA MD ME MN MO MT NC NE NH NJ NM NY OH OR PA RI SC TX VA VT WA

Address

204 SPRING STREET
MARION, MA 02738
United States
Phone: (508) 748-0800