Baldwin Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 26–50 clients last fiscal year. The firm advises 1 private fund.
Baldwin Wealth Partners reports 809 clients. They include 372 individual clients, 366 high-net-worth individuals and 42 charitable organizations. Of its assets, 99.8% ($2.33B across 2,092 accounts) are managed with discretion; $4.62M across 8 accounts are not. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 6% |
| High-net-worth individuals | 45% | 85% |
| Pooled investment vehicles | <1% | <1% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | 5% | 5% |
| Other client typesCorporations and other businesses | 3% | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 372 | $131M | 5.6% | $352K |
| High-net-worth individuals | 366 | $1.99B | 85.4% | $5.45M |
| Pooled investment vehicles | 1 | $12M | 0.5% | $12M |
| Pension and profit-sharing plans | Fewer than 5 | $899K | 0.0% | — |
| Charitable organizations | 42 | $122M | 5.2% | $2.89M |
| Corporations and other businesses | 28 | $75.7M | 3.2% | $2.7M |
| Total | 809 | $2.33B | 100% | — |
- Clients
- 372
- Regulatory AUM
- $131M
- AUM share
- 5.6%
- Avg. per client
- $352K
- Clients
- 366
- Regulatory AUM
- $1.99B
- AUM share
- 85.4%
- Avg. per client
- $5.45M
- Clients
- 1
- Regulatory AUM
- $12M
- AUM share
- 0.5%
- Avg. per client
- $12M
- Clients
- Fewer than 5
- Regulatory AUM
- $899K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 42
- Regulatory AUM
- $122M
- AUM share
- 5.2%
- Avg. per client
- $2.89M
- Clients
- 28
- Regulatory AUM
- $75.7M
- AUM share
- 3.2%
- Avg. per client
- $2.7M
Total
- Clients
- 809
- Regulatory AUM
- $2.33B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 26–50
Baldwin Wealth Partners charges 0.60%–1.25% a year for its Investment Management. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 4 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.25% |
| $2M–$5M | 1.00% |
| $5M–$10M | 0.75% |
| $10M and above | 0.60% |
Fee details and sources
Other fees
- Account Monitoring
- Monitoring without advisory or management services is a flat fee of $600 to $1,500 per month.
- Bookkeeping Services
- A fixed monthly fee of $300 to $2,000, negotiated with the client, for bookkeeping for a small number of clients.
- Consulting Services
- Consulting for a fixed fee of $1,000 to $10,000 per month, negotiated case by case.
- Small Account Fund Selection and Monitoring
- Accounts such as IRAs and children's trusts held in brokerage accounts are charged 1% annually for selecting and monitoring investments, payable annually in arrears.
Taylor Baldwin owns 25% to 50% of Baldwin Wealth Partners. The leadership team of Baldwin Wealth Partners includes President Eric Strand, Chief Investment Officer William Klein and Chief Operating Officer Taylor Baldwin. It has 34 employees, 14 of them in advisory roles.
Leadership
- Eric StrandPresident and Chief Execuitve Officer
- Teresa TavaresChief Financial Officer
- Taylor BaldwinManaging Partner and Chief Operating Officer
- Steven DeanChief Compliance Officer
- William KleinChief Investment Officer
- William MarvelManaging Director
Investment adviser representatives
17 representatives listed in the SEC register as of 9 October 2026.
- Peri Ann Aptaker
- Michael Nmi Baldwin
- David Anson Barrett
- Steven Thomas Dean
- Craig R. Dumas
- William W. Klein
- Katherine Anne Kuntz
- Ari Salamon Lazar
- William Harvey Marvel
- Andrew Fletcher McIntire
- John Robert Prys
- Kathryn Shaw Rowe
- Zachary J. Shirilla
- Nathan D. Stewart
- Eric Haakon Strand
- Kimberly Marie Swift
- Kimberly Wilkes Tirrell
Staff
- 34 employees
- 14 in advisory functions
- 14 state-registered reps
- 1 insurance agent
- Owns 25% to 50% of Baldwin Wealth Partners, LLC
Taylor Baldwin
Control person · since July 2024
- Owns 10% to 25% of Baldwin Wealth Partners, LLC
William Marvel
Control person · since July 2020
- Owns 10% to 25% of Baldwin Wealth Partners, LLC
Merchant Wealth Partners
since October 2020
- Owns 10% to 25% of Baldwin Wealth Partners, LLC
American Research & Management Co
Control person · since October 2022
- Owns 50% to 75% of American Research & Management Co
Andrew McIntire
Control person · since February 2000
- Owns 50% to 75% of American Research & Management Co
Eric Strand
Control person · since October 2004
- Owns 10% to 25% of Baldwin Wealth Partners, LLC
TB Shares Corporation
Control person · since June 2026
Baldwin Wealth Partners’ regulatory assets grew 1.8× from $1.31B (March 2021) to $2.33B (September 2026); clients rose from 371 to 809 and employees from 20 to 34. Between 2022 and 2024, 2 advisory firms joined it. The largest by last filed assets were American Research & Management ($643M, September 2022) and KLR Investment Advisors ($253M, June 2024, the most recent).
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $2.33B | 809 | 34 | 9 |
| July 2025 | $2.41B | 837 | 33 | 11 |
| July 2024 | $2.28B | 753 | 29 | 12 |
| May 2023 | $1.9B | 753 | 30 | 6 |
| July 2022 | $1.61B | 396 | 21 | 3 |
| March 2021 | $1.31B | 371 | 20 | 2 |
Firms that joined
20241 joined
- KLR Investment AdvisorsLast filed AUM $253M
20221 joined
- American Research & ManagementLast filed AUM $643M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Baldwin Wealth Partners has 8 offices (7 private residences, listed without an address), with 2 listed addresses in Kentucky and Massachusetts.
Kentucky · 1 listed address
- 333 East Main Street, Louisville
Massachusetts · 1 listed address
- 204 Spring Street, MarionHQ
Other business names
Baldwin Wealth Partners has reported 1 other business name to the SEC.
- Baldwin Brothers LLC
Contact and registration details
- Legal name
- Baldwin Wealth Partners, LLC
- Headquarters
- 204 Spring Street, Marion, MA 02738
- Website
- baldwinbrothersinc.com
- Phone
- 508-748-0800
- @baldwinwealthpartners
- SEC file
- 801-15418
- Founded
- 1974
- Structure
- Delaware LLC
- Fiscal year end
- December
Baldwin Wealth Partners uses Pershing ($1.56B, 71%) and Charles Schwab ($636M, 29%) as custodians for its separately managed accounts. Baldwin Wealth Partners has custody of $12M in client assets for 1 client.
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $1.56B71%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $636M29%
At year end, Baldwin Wealth Partners’ separately managed accounts were mostly in stocks (60%) and funds (27%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.53B across 234 positions; the largest are Alphabet Inc. (6.7%), Apple Inc. (6.7%) and Nvidia Corporation (6.5%).
What the accounts hold
- Stocks60%
- Exchange-traded equities59%
- Non-exchange-traded equities1%
- Funds27%
- Registered funds26%
- Pooled vehicles1%
- Bonds6%
- U.S. government and agency bonds4%
- State and local bonds2%
- Cash7%
Reported 13F holdings
- $1.53B
- Reported 13F value
- 234
- Positions
- 45.3%
- In the 10 largest
- +11.1%
- Value vs. prior quarter
- Alphabet Inc. · Cap Stk CL A6.7%
- Apple Inc.6.7%
- Nvidia Corporation6.5%
- J P Morgan Exchange Traded F · Active Bond ETF5.1%
- Amazon Com Inc.4.9%
- KLA Corp.4.4%
- Microsoft Corp.3.6%
- iShares TR · Tips BD ETF2.8%
- Visa Inc. · Com CL A2.5%
- SPDR Gold TR · Gold Shs2.0%
Together, the ten largest are 45.3% of reported value.
How many clients does Baldwin Wealth Partners have?
Baldwin Wealth Partners has 809 clients and manages $2.33 billion for them, as of September 2026. They include 372 individual clients, 366 high-net-worth individuals and 42 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 September 2026
What services does Baldwin Wealth Partners offer?
Baldwin Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Baldwin Wealth Partners charge?
Baldwin Wealth Partners charges 0.60%–1.25% a year for its Investment Management. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable.
Source: 05 01 2026 BWP FORM ADV PART 2A FINAL, filed 1 May 2026
Which custodians does Baldwin Wealth Partners use?
Baldwin Wealth Partners’ separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $1.56B and Charles Schwab & Co., Inc. (San Francisco, CA), with $636M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 September 2026
How many financial advisors does Baldwin Wealth Partners have?
Baldwin Wealth Partners has 14 investment adviser representatives registered with state securities authorities, out of 34 employees, and 14 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Baldwin Wealth Partners invest in?
At the end of its last fiscal year, Baldwin Wealth Partners’ separately managed accounts held 59% exchange-traded equities, 26% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 4% U.S. government and agency bonds, 2% state and local bonds, 1% non-exchange-traded equities and 1% pooled vehicles (private funds and similar). It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Baldwin Wealth Partners?
Baldwin Wealth Partners is owned through a holding company by Andrew McIntire and Eric Strand. Its direct owners are Taylor Baldwin, William Marvel, Merchant Wealth Partners, American Research & Management Co and TB Shares Corporation, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 2 September 2026
How does Baldwin Wealth Partners get paid?
Baldwin Wealth Partners is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Baldwin Wealth Partners?
Baldwin Wealth Partners’ main office is at 204 Spring Street, Marion, MA 02738. Its phone number is 508-748-0800. Its website is baldwinbrothersinc.com.