# The Baldwin Group Wealth Advisors

The Baldwin Group Wealth Advisors is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 312284
- **SEC file number:** 801-120404
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312284

## About

The Baldwin Group Wealth Advisors, LLC is an SEC-registered investment adviser in Tampa, FL, registered since 2021. The firm manages $27.3 billion in regulatory assets, with $3.1 billion on a discretionary basis. It has 50 employees and 50 investment advisers.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### Is The Baldwin Group a fiduciary?

As a registered investment advisor, The Baldwin Group is bound by fiduciary duty to act in clients' best interests, a requirement under the Investment Advisers Act of 1940.

### What is the minimum asset threshold for clients?

Minimum account sizes are not disclosed. Many RIAs in the high-net-worth space set thresholds between $1 million and $5 million, but this has not been confirmed for The Baldwin Group.

## Related profiles

- [BBS Wealth Management, LLC](https://altss.com/profile/bbs-wealth-management-llc)
- [Awoye Capital](https://altss.com/profile/awoye-capital-llc)

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Last updated: 2026-07-06T01:24:26.840Z

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