| 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 |
| Darin Lee Gibson Control | Managing Director | Under 5% | 2020 |
The Baldwin Group Wealth Advisors, LLC reports $21 billion in regulatory assets under management on its Form ADV.
The Baldwin Group Wealth Advisors, LLC reports 36 employees.
The Baldwin Group Wealth Advisors, LLC is based in Tampa, FL and has been SEC-registered since 2021.
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.
| 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 |
| Discretionary | $2.26B |
| Non-discretionary | $18.78B |
| Total (RAUM) | $21.04B |