# Baldwin Wealth Management

Baldwin Wealth Management is a Bank / Wealth / Trust based in St. Louis, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** St. Louis, United States
- **Region:** North America
- **Address:** Saint Louis, MO, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** baldwinwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/baldwincapital

## Regulatory record

- **CRD number:** 154633
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154633

## About

Baldwin Wealth Management, LLC was founded by Richard Baldwin. The firm focuses on meeting the investment needs of multiple generations of high-net-worth families, including related entities such as trusts, pension plans, foundations, and endowments. It works to move clients from uncertainty to confidence that they can meet their financial goals, striving to understand each client’s unique circumstances and apply institutional investment principles.

## People

- Richard Baldwin — founder
- Richard Baldwin — CFA, Managing Director

## Questions

### Is Baldwin Wealth Management a fiduciary?

The firm's wealth-management designation and Saint Louis footprint suggest it operates under an RIA structure, which carries a fiduciary duty to clients. However, without SEC registration details or the firm's Form ADV Part 2A, this cannot be confirmed. Clients should verify the firm's exact regulatory standing and whether any broker-dealer affiliation creates dual-registration gaps.

### Does Baldwin Wealth Management offer trust or estate planning services?

Many Saint Louis wealth-management firms integrate trust services and estate-planning coordination into their client offering — either through an affiliated trust company, in-house attorneys, or close partnerships with local law firms. Baldwin's exact structure is unconfirmed in public records, but the model's economics heavily favor bundling these services to deepen client stickiness.

## Related profiles

- [Baldwin Management](https://altss.com/profile/baldwin-management)
- [Ball State University Endowment](https://altss.com/profile/ball-state-university-endowment)

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Last updated: 2026-08-11T15:06:13.093Z

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