The Baldwin Group Wealth Advisors, LLC
Tampa, FL·SEC-registered · CRD #312284
The Baldwin Group Wealth Advisors, LLC is an SEC-registered investment advisory firm in Tampa, FL managing $27B across 3.4k client accounts, with 50 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$27B
Client accounts
3.4k
Advisory staff
50
Fee model
Fee-based
How The Baldwin Group Wealth Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about The Baldwin Group Wealth Advisors, LLC
How much does The Baldwin Group Wealth Advisors, LLC manage?
Per its most recent SEC Form ADV filing (04/01/2026), The Baldwin Group Wealth Advisors, LLC reports $27B in regulatory assets under management across roughly 3.4k client accounts.
How does The Baldwin Group Wealth Advisors, LLC charge?
The Baldwin Group Wealth Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is The Baldwin Group Wealth Advisors, LLC a fiduciary?
Yes. The Baldwin Group Wealth Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #312284), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is The Baldwin Group Wealth Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks The Baldwin Group Wealth Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Tampa, FL
Profile compiled from The Baldwin Group Wealth Advisors, LLC's public SEC Form ADV filing (CRD #312284, filed 04/01/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of The Baldwin Group Wealth Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with The Baldwin Group Wealth Advisors, LLC? Claim this profile.