$2.3B Total AUM
$2.3B Disc. AUM
11.7% 3Y CAGR
34 Employees
809 ADV. Clients
45 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Bridge
- Established Date
- 07-01-1980
- Office Locations
- 7
Office Locations
204 Spring Street Marion MA
333 East Main Street Suite 401 Louisville KY
-- Cambridge MA
About Baldwin Wealth Partners, LLC
Baldwin Wealth Partners is a Marion, MA-based wealth manager offering high-touch financial planning, investment management, and family office support (including budgeting/bookkeeping plus estate and legacy planning) for individuals and families. Portfolios blend equities, fixed income, alternatives, and private investments, with an emphasis on corporate governance and ESG-aware risk management built over four decades.
Team overview
49 AVG AGE
$166.8M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
6.3 yrs AVG TENURE
34 Employees
14 Advisory Reps
14 RIA Reps
45yrs Firm Age
Insights
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Asset Classes
Zenith bridge Peak Oak timber Radial vital Ridge Fusion Bridge fusion Insight
Client Personas
Delta oak
Custodian
Capital Peak
Investment Themes
Insight Capital Focus fusion Ember ember Capital Beacon vertex
Investment Vehicles
Eagle Beacon
Services
Insight beacon Vertex zenith Horizon Radial capital Timber north Beacon vital
Technology
Foundation
Owner & Executives
TAYLOR CONVERSE BALDWIN
CHIEF OPERATING OFFICER, Managing Partner, Partner
- CRD
- --
- Ownership
- 25% but less than 50%
(512) 750-1194
timber.meridian@glaciercapital.com
in linkedin.com/in/ridge-foundation
WILLIAM HARVEY MARVEL
Advisor, MANAGING DIRECTOR
- CRD
- #2301461
- Ownership
- 10% but less than 25%
(512) 257-9748
catalyst.value@signalcapital.com
in linkedin.com/in/summit-quantum
F
Frontier value
Insight signal unison
- CRD
- #28362
- Ownership
- 30.0%
(852) 971-3115
foundation.crest@quantumcapital.com
in linkedin.com/in/pathway-eagle
Showing 2 of 6 owners & executives
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P
PERI ANN APTAKER
--
- CRD
- #4643741
(205) 659-4995
zenith.foundation@momentumcapital.com
in linkedin.com/in/delta-unison
MICHAEL NMI BALDWIN
Advisor
- CRD
- #1658183
(488) 815-9746
signal.oak@valuecapital.com
in linkedin.com/in/vital-value
V
Vertex crest
Atlas horizon
- CRD
- #39226
(641) 323-7710
signal.wave@horizoncapital.com
in linkedin.com/in/fusion-value
Showing 2 of 18 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,330,101,418 | $1,113,815 |
| Non-Discretionary | $4,617,936 | $577,242 |
| Total | $2,334,719,354 | $1,111,771 |
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Separately Managed Accounts
Total SMA Asset: $2,322,695,627
Equity - Exchange:
22.8% Public Funds:
5.9% Cash:
19.6% U.S. Government/Agency:
19.0% Municipal Bonds:
9.9% Equity - OTC:
9.2% Private Funds:
13.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $669,621,988 | 22.8% |
| Public Funds | $173,279,374 | 5.9% |
| Cash | $575,639,955 | 19.6% |
| U.S. Government/Agency | $558,018,324 | 19.0% |
| Municipal Bonds | $290,756,916 | 9.9% |
| Equity - OTC | $270,198,346 | 9.2% |
| Private Funds | $399,423,642 | 13.6% |
| Total | $2,936,938,545 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER FOUNDATION MOMENTUM | FOUNDATION VERTEX | FDN3WSJL5 | XDLFD | 5.45% | $101,285,987 |
| QUANTUM WAVE ALPHA | CAPITAL QUANTUM | LMSZAFN5E | NCNHM | 11.88% | $88,610,092 |
| CATALYST HARBOR UNISON | SUMMIT HARBOR | Q09CKRS3Z | PLRH | 4.47% | $86,327,222 |
| ZENITH HARBOR | VERTEX VALUE | 0F4EQKMI1 | TWG | 7.82% | $18,598,308 |
| PRIME HARBOR | VALUE ATLAS | 1K0JL6ZIP | VCGC | 3.36% | $43,357,370 |
| WAVE CREST EAGLE | SIGNAL OPTIMA | D04QFQ6CC | TPKO | 12.32% | $25,688,010 |
| CAPITAL SUMMIT | VALUE TIMBER | MF8M1S5TS | PTKYU | 12.13% | $87,043,366 |
| HARBOR TIMBER | DELTA QUANTUM | 3IOBBH4FJ | KWHSP | 4.55% | $110,969,511 |