William Harvey Marvel is listed as Managing Director at Baldwin Wealth Partners, LLC in Marion, MA. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Baldwin Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does William Harvey Marvel work?
William Harvey Marvel is listed as Managing Director at Baldwin Wealth Partners, LLC on SEC Form ADV.
How much of Baldwin Wealth Partners, LLC does William Harvey Marvel own?
Form ADV reports a beneficial ownership band of 10-25%.