THE BALDWIN GROUP WEALTH ADVISORS, LLC

Tampa, United States · CRD 312284

SEC-registered investment adviser since 2021 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$27.3bn
Main clients (by assets)Companies 66%, Pension plans 29%, High net worth individuals 2%
Websitebaldwin.com
Form ADV · 2026-08-14SEC adviser record

Kindinstitutions
Others nearbyTampa, FL, Irvine, CA, Bethesda, MD, Houston, TX, Jacksonville, FL, Leesburg, VA

As an employer

Staff (Form ADV)50 · 50 in investment roles
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Tampa, FL (main office)United States	United States
Irvine, CAUnited States	United States	23
Bethesda, MDUnited States	United States	21
Houston, TXUnited States	United States	5
Jacksonville, FLUnited States	United States	2
Leesburg, VAUnited States	United States	2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.