BALDWIN WEALTH PARTNERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.33B |
| Discretionary | $2.33B100% of AUM |
| Non-Discretionary | $4.6M |
| Client Accounts | 2,100 |
| Avg Account Size | $1.1M |
| Employees | 34 |
| Peak AUM | $2.51BMar 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.3B | 6.8% | +6.9% | +12.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $2.33B |
| Discretionary | $2.33B |
| Employees | 34 |
| Client Accounts | 2100 |
| Client Range | 26-50 |
Contact & Location
Address
204 SPRING STREET
MARION MA 02738
Phone
(508) 748-0800
Filing History
100 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.3B
99.8% of AUM
Non-Discretionary
$5M
0.2% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Insurance Company