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BALDWIN WEALTH PARTNERS, LLC

MARION, MA · CRD 105343 · IAPD ↗ · baldwinbrothersinc.com · (508) 748-0800

$2.33BRegulatory AUM
14Advisory reps
34Employees
0Clients
26-50Planning clients
1Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — BALDWIN WEALTH PARTNERS, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2026 — BALDWIN WEALTH PARTNERS, LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2026 — BALDWIN WEALTH PARTNERS, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2025 — BALDWIN WEALTH PARTNERS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
June 2025 — BALDWIN WEALTH PARTNERS, LLC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
May 2025 — BALDWIN WEALTH PARTNERS, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
November 2024 — BALDWIN WEALTH PARTNERS, LLC changed its website from baldwinbrothersinc.com to baldwin-llc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
October 2024 — BALDWIN WEALTH PARTNERS, LLC notice-filed in IN, MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
October 2024 — BALDWIN BROTHERS LLC is now doing business as BALDWIN WEALTH PARTNERS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
August 2024 — BALDWIN BROTHERS LLC added office(s): 5 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
April 2024 — BALDWIN BROTHERS LLC notice-filed in NJ, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — BALDWIN BROTHERS LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.