Baldwin Wealth Partners, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

105343

SEC number

801-15418

Firm type

RIA

Assets under management

$2.3B as of Jun 23, 2026

Website

www.baldwinbrothersinc.com ↗

Phone

(508) 748-0800

Address

204 Spring Street, Marion, MA, 02738

Advisors at this firm

16 in our index · page 1 of 1

• Peri Ann AptakerCRD 4643741 · Jamestown, RI
  IA Registered
• Michael Nmi BaldwinCRD 1658183 · Marion, MA
  IA Registered
• David Anson BarrettCRD 1658184 · Marion, MA
  IA Registered
• Steven Thomas DeanCRD 4344419 · Cambridge, MA
  IA RegisteredRegistration inactive
• Craig R. DumasCRD 4373761 · Glendale, RI
  IA Registered
• William W. KleinCRD 6857717 · Greenvale, NY
  IA Registered
• Katherine Anne KuntzCRD 6195904 · Louisville, KY
  IA Registered
• Ari Salamon LazarCRD 6775502 · Skokie, IL
  IA RegisteredRegistration inactive
• William Harvey MarvelCRD 2301461 · Marion, MA
  IA Registered
• Andrew Fletcher McintireCRD 1965888 · Marion, MA
  IA Registered
• John Robert PrysCRD 6195903 · Louisville, KY
  IA Registered
• Kathryn Shaw RoweCRD 6915324 · Marion, MA
  IA Registered
• Nathan D. StewartCRD 5789916 · Marion, MA
  IA Registered
• Eric Haakon StrandCRD 2963186 · Marion, MA
  IA Registered
• Kimberly Marie SwiftCRD 2422848 · Marion, MA
  IA Registered
• Kimberly Wilkes TirrellCRD 5064469 · Marion, MA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.