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THE BALDWIN GROUP WEALTH ADVISORS, LLC

TAMPA, FL · CRD 312284 · IAPD ↗ · baldwin.com · 813-934-2743

$27.28BRegulatory AUM
50Advisory reps
50Employees
0Clients
51-100Planning clients
0Private funds
36States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — THE BALDWIN GROUP WEALTH ADVISORS, LLC reported RAUM up 30% ($21.04B -> $27.28B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
84
April 2026 — THE BALDWIN GROUP WEALTH ADVISORS, LLC grew from 36 to 50 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
March 2026 — THE BALDWIN GROUP WEALTH ADVISORS, LLC notice-filed in CT, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — THE BALDWIN GROUP WEALTH ADVISORS, LLC shrank from 42 to 36 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — THE BALDWIN GROUP WEALTH ADVISORS, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — THE BALDWIN GROUP WEALTH ADVISORS, LLC notice-filed in AR, CO, KS, MI, MN, MT, NC, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2025 — THE BALDWIN GROUP WEALTH ADVISORS, LLC reported RAUM up 338% ($4.81B -> $21.04B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
November 2024 — THE BALDWIN GROUP WEALTH ADVISORS, LLC changed its website from burnhamgibson.com to baldwin.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
November 2024 — THE BALDWIN GROUP WEALTH ADVISORS, LLC moved its main office from IRVINE, CA to TAMPA, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
November 2024 — THE BALDWIN GROUP WEALTH ADVISORS, LLC added office(s): 1 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
November 2024 — THE BALDWIN GROUP WEALTH ADVISORS, LLC notice-filed in AL, DC, DE, GA, IL, IN, LA, MA, MD, NH, NJ, NV, NY, OH, OR, PA, SC, TN, VA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
November 2024 — BURNHAM GIBSON WEALTH ADVISORS, LLC is now doing business as THE BALDWIN GROUP WEALTH ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
November 2024 — THE BALDWIN GROUP WEALTH ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
69
November 2024 — THE BALDWIN GROUP WEALTH ADVISORS, LLC reported RAUM up 48% ($3.24B -> $4.81B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
November 2024 — THE BALDWIN GROUP WEALTH ADVISORS, LLC grew from 17 to 43 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
June 2024 — BURNHAM GIBSON WEALTH ADVISORS, LLC notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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