THE BALDWIN GROUP WEALTH ADVISORS, LLC
CRD #312284 SEC #801-120404 TAMPA, FL 813-934-2743
SEC Registered Disclosures
Total AUM
$21B
Discretionary
$2.3B
Employees
36
Clients
51
Accounts
2,356
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $21B | $2.3B | $18.8B | 36 | 0 |
| Apr 2025 | $21B | $2.3B | $18.8B | 36 | 0 |
| Mar 2025 | $21B | $2.3B | $18.8B | 36 | 0 |
| Mar 2025 | $21B | $2.3B | $18.8B | 36 | 0 |
| Dec 2024 | $4.8B | $1.9B | $2.9B | 42 | 320 |
| Oct 2024 | $4.8B | $1.9B | $2.9B | 43 | 320 |
| Oct 2024 | $4.8B | $1.9B | $2.9B | 43 | 320 |
| Oct 2024 | $4.8B | $1.9B | $2.9B | 43 | 320 |
| Jul 2024 | $3.2B | $609.4M | $2.6B | 17 | 0 |
| May 2024 | $3.2B | $609.4M | $2.6B | 17 | 0 |
| May 2024 | $3.2B | $609.4M | $2.6B | 17 | 0 |
| Mar 2024 | $3.2B | $609.4M | $2.6B | 17 | 0 |
| Nov 2023 | $3.1B | $523M | $2.6B | 19 | 0 |
| Sep 2023 | $3.1B | $523M | $2.6B | 19 | 0 |
| Aug 2023 | $3.1B | $523M | $2.6B | 20 | 0 |
| Aug 2023 | $3.1B | $523M | $2.6B | 20 | 0 |
| Aug 2023 | $3.1B | $523M | $2.6B | 20 | 0 |
| Jun 2023 | $3.1B | $523M | $2.6B | 20 | 0 |
| Jun 2023 | $3.1B | $523M | $2.6B | 20 | 0 |
| Jun 2023 | $3.1B | $523M | $2.6B | 20 | 0 |
| Mar 2023 | $3.1B | $523M | $2.6B | 20 | 0 |
| Mar 2023 | $3.1B | $523M | $2.6B | 20 | 0 |
| Dec 2022 | $3.5B | $514.4M | $3B | 16 | 0 |
| Sep 2022 | $3.5B | $514.4M | $3B | 16 | 0 |
| May 2022 | $3.5B | $514.4M | $3B | 16 | 0 |
| May 2022 | $3.5B | $514.4M | $3B | 16 | 0 |
| Mar 2022 | $3.5B | $514.4M | $3B | 16 | 0 |
| Oct 2021 | $3B | $376M | $2.6B | 14 | 0 |
| Oct 2021 | $3B | $376M | $2.6B | 14 | 0 |
| Sep 2021 | $3B | $376M | $2.6B | 14 | 0 |
| Aug 2021 | $3B | $376M | $2.6B | 14 | 0 |
| Jul 2021 | $3B | $376M | $2.6B | 14 | 0 |
| Apr 2021 | $3B | $376M | $2.6B | 14 | 0 |
| Jan 2021 | $3B | $376M | $2.6B | 14 | 0 |
DateApr 2025
Total AUM$21B
Discretionary$2.3B
Non-Disc.$18.8B
Employees36
Clients0
DateApr 2025
Total AUM$21B
Discretionary$2.3B
Non-Disc.$18.8B
Employees36
Clients0
DateMar 2025
Total AUM$21B
Discretionary$2.3B
Non-Disc.$18.8B
Employees36
Clients0
DateMar 2025
Total AUM$21B
Discretionary$2.3B
Non-Disc.$18.8B
Employees36
Clients0
DateDec 2024
Total AUM$4.8B
Discretionary$1.9B
Non-Disc.$2.9B
Employees42
Clients320
DateOct 2024
Total AUM$4.8B
Discretionary$1.9B
Non-Disc.$2.9B
Employees43
Clients320
DateOct 2024
Total AUM$4.8B
Discretionary$1.9B
Non-Disc.$2.9B
Employees43
Clients320
DateOct 2024
Total AUM$4.8B
Discretionary$1.9B
Non-Disc.$2.9B
Employees43
Clients320
DateJul 2024
Total AUM$3.2B
Discretionary$609.4M
Non-Disc.$2.6B
Employees17
Clients0
DateMay 2024
Total AUM$3.2B
Discretionary$609.4M
Non-Disc.$2.6B
Employees17
Clients0
DateMay 2024
Total AUM$3.2B
Discretionary$609.4M
Non-Disc.$2.6B
Employees17
Clients0
DateMar 2024
Total AUM$3.2B
Discretionary$609.4M
Non-Disc.$2.6B
Employees17
Clients0
DateNov 2023
Total AUM$3.1B
Discretionary$523M
Non-Disc.$2.6B
Employees19
Clients0
DateSep 2023
Total AUM$3.1B
Discretionary$523M
Non-Disc.$2.6B
Employees19
Clients0
DateAug 2023
Total AUM$3.1B
Discretionary$523M
Non-Disc.$2.6B
Employees20
Clients0
DateAug 2023
Total AUM$3.1B
Discretionary$523M
Non-Disc.$2.6B
Employees20
Clients0
DateAug 2023
Total AUM$3.1B
Discretionary$523M
Non-Disc.$2.6B
Employees20
Clients0
DateJun 2023
Total AUM$3.1B
Discretionary$523M
Non-Disc.$2.6B
Employees20
Clients0
DateJun 2023
Total AUM$3.1B
Discretionary$523M
Non-Disc.$2.6B
Employees20
Clients0
DateJun 2023
Total AUM$3.1B
Discretionary$523M
Non-Disc.$2.6B
Employees20
Clients0
DateMar 2023
Total AUM$3.1B
Discretionary$523M
Non-Disc.$2.6B
Employees20
Clients0
DateMar 2023
Total AUM$3.1B
Discretionary$523M
Non-Disc.$2.6B
Employees20
Clients0
DateDec 2022
Total AUM$3.5B
Discretionary$514.4M
Non-Disc.$3B
Employees16
Clients0
DateSep 2022
Total AUM$3.5B
Discretionary$514.4M
Non-Disc.$3B
Employees16
Clients0
DateMay 2022
Total AUM$3.5B
Discretionary$514.4M
Non-Disc.$3B
Employees16
Clients0
DateMay 2022
Total AUM$3.5B
Discretionary$514.4M
Non-Disc.$3B
Employees16
Clients0
DateMar 2022
Total AUM$3.5B
Discretionary$514.4M
Non-Disc.$3B
Employees16
Clients0
DateOct 2021
Total AUM$3B
Discretionary$376M
Non-Disc.$2.6B
Employees14
Clients0
DateOct 2021
Total AUM$3B
Discretionary$376M
Non-Disc.$2.6B
Employees14
Clients0
DateSep 2021
Total AUM$3B
Discretionary$376M
Non-Disc.$2.6B
Employees14
Clients0
DateAug 2021
Total AUM$3B
Discretionary$376M
Non-Disc.$2.6B
Employees14
Clients0
DateJul 2021
Total AUM$3B
Discretionary$376M
Non-Disc.$2.6B
Employees14
Clients0
DateApr 2021
Total AUM$3B
Discretionary$376M
Non-Disc.$2.6B
Employees14
Clients0
DateJan 2021
Total AUM$3B
Discretionary$376M
Non-Disc.$2.6B
Employees14
Clients0