CRD: 154633
Baldwin Wealth Management, LLC
$71.3M Total AUM
$71.3M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Harbor focusUnison
- Established Date
- 08-04-2010
- Office Locations
- 1
Office Locations
225 South Meramec Avenue Suite 500 A St. Louis MO
About Baldwin Wealth Management, LLC
Baldwin Wealth Management is a St. Louis–based independent RIA providing transparent, goals-based wealth management and financial planning, with emphasis on tax-aware investing and multigenerational planning. The firm builds portfolios using public funds, including ETFs and fixed income, and supports clients who want varying levels of involvement. Custody is held at Charles Schwab.
Team overview
-- AVG AGE
$71.3M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
15.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Timber Timber horizon Ridge vertex
Client Personas
Radial horizon
Custodian
Vertex Horizon eagle Timber
Investment Themes
Timber quantum Unison
Investment Vehicles
Eagle horizon Atlas
Platform
Radial focus
Services
Summit pioneer Summit Harbor Value Radial focus Fusion unison Focus legacy Optima
Technology
Vital radial Delta radial
Owner & Executives
RICHARD BALDWIN III
Chief Compliance Officer, Managing Director
- CRD
- #2577900
- Ownership
- 75% or more
(486) 796-6564
oak.atlas@unisoncapital.com
in linkedin.com/in/focus-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,332,812 | -- |
| Non-Discretionary | $0 | -- |
| Total | $71,332,812 | -- |
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Separately Managed Accounts
Total SMA Asset: $71,332,812
Public Funds:
5.0% Equity - Exchange:
23.4% U.S. Government/Agency:
22.8% Cash:
15.6% Corporate - Investment Grade:
18.3% Municipal Bonds:
8.8% Other:
6.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $112,559,673 | 5.0% |
| Equity - Exchange | $526,779,268 | 23.4% |
| U.S. Government/Agency | $513,272,108 | 22.8% |
| Cash | $351,186,179 | 15.6% |
| Corporate - Investment Grade | $411,968,402 | 18.3% |
| Municipal Bonds | $198,105,024 | 8.8% |
| Other | $137,322,801 | 6.1% |
| Total | $2,251,193,455 | 100.0% |