# BALDWIN WEALTH PARTNERS, LLC

BALDWIN WEALTH PARTNERS, LLC of MARION, MA is an SEC-registered investment adviser.

## Registration

- CRD: 105343
- Type: SEC-registered investment adviser
- SEC file number: 801-15418
- Location: 204 SPRING STREET, MARION, MA, 02738
- Phone: (508) 748-0800
- Latest filing: 2026-07-21
- Regulatory AUM: $2.3B
- Discretionary AUM: $2.3B
- Non-discretionary AUM: $4.6M
- Clients: 34
- Accounts: 2,100

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Taylor Converse Baldwin | CHIEF OPERATING OFFICER; MANAGING PARTNER AND CHIEF OPERATING OFFICER; SHAREHOLDER | — |
| John Leonard Mannix | SHAREHOLDER | — |
| William Harvey Marvel | MANAGING DIRECTOR | — |
| Andrew Fletcher Mcintire | SHAREHOLDER | — |
| Eric Haakon Strand | PRESIDENT AND CHIEF EXECUITVE OFFICER; SHAREHOLDER | — |
| William W Klein | CHIEF INVESTMENT OFFICER | — |
| Steven Thomas Dean | CHIEF COMPLIANCE OFFICER | — |
| BALDWIN MICHAEL | DIRECTOR/PRESIDENT; SHAREHOLDER | — |
| BARRETT DAVID ANSON | SHAREHOLDER; VICE PRESIDENT/SECRETARY; VICE PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | — |
| WALLERSTEIN ANDREW MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| MANNIX JOHN LEONARD | CHIEF EXECUTIVE OFFICER; SHAREHOLDER | — |
| MCINTIRE ANDREW FLETCHER | SHAREHOLDER | — |
| STRAND ERIC HAAKON | SHAREHOLDER | — |
| STONE ELLEN O'GORMAN | SHAREHOLDER | — |
| MARVEL WILLIAM HARVEY | MANAGING DIRECTOR | — |
| MORSE JUDITH S | CHIEF INVESTMENT OFFICER | — |
| BALDWIN TAYLOR CONVERSE | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| DEAN STEVEN THOMAS | CHIEF COMPLIANCE OFFICER | — |
| KLEIN WILLIAM W | CHIEF INVESTMENT OFFICER | — |
| William W. Klein | CHIEF INVESTMENT OFFICER | — |
| Teresa Jesus Tavares | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105343/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105343/similar
- Related entities: https://search.stillhousedata.com/firm/105343/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105343

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.