The Baldwin Group Wealth Advisors, LLC
● SEC registered since 2021CRD 312284SEC# 801-120404Tampa, FL
Reg. AUM
$27.28B
Employees
50
Accounts
2,651
Location
Tampa, FL
The Baldwin Group Wealth Advisors, LLC assets under management
The Baldwin Group Wealth Advisors, LLC is an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2021. It reports $27.3 billion in regulatory assets under management and employs 50 people.
The Baldwin Group Wealth Advisors, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradford Lenzie Hale Control | Chief Financial Officer | Under 5% | 2021 |
| Christopher Michael Staub Control | Practice President_managing Director | Under 5% | 2024 |
| Lisa Kim Estrada Control | Chief Compliance Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does The Baldwin Group Wealth Advisors, LLC manage?
The Baldwin Group Wealth Advisors, LLC reports $27.3 billion in regulatory assets under management on its Form ADV.
How many employees does The Baldwin Group Wealth Advisors, LLC have?
The Baldwin Group Wealth Advisors, LLC reports 50 employees.
Where is The Baldwin Group Wealth Advisors, LLC located?
The Baldwin Group Wealth Advisors, LLC is based in Tampa, FL and has been SEC-registered since 2021.
Does The Baldwin Group Wealth Advisors, LLC disclose fund performance?
The Baldwin Group Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4211 W. Boy Scout Blvd., Suite 800, Tampa, FL 33607 |
| Phone | 813-934-2743 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$27.28B▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$27.28Bregulatory AUM
Discretionary $3.1BNon-discretionary $24.17B