# THE BALDWIN GROUP WEALTH ADVISORS, LLC

THE BALDWIN GROUP WEALTH ADVISORS, LLC of TAMPA, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 312284
- Type: SEC-registered investment adviser
- SEC file number: 801-120404
- Location: 4211 W. BOY SCOUT BLVD., SUITE 800, TAMPA, FL, 33607
- Phone: 813-934-2743
- Latest filing: 2026-04-01
- Regulatory AUM: $27.3B
- Discretionary AUM: $3.1B
- Non-discretionary AUM: $24.2B
- Clients: 50
- Accounts: 2,651

## Business model

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

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Trevor Lowry Baldwin | CEO/PRESIDENT | — |
| Darin Lee Gibson | MANAGING DIRECTOR | — |
| Bradford Lenzie Hale | CHIEF FINANCIAL OFFICER | — |
| Lisa Kim Estrada | CHIEF COMPLIANCE OFFICER | — |
| Christopher Michael Staub | PRACTICE PRESIDENT\_MANAGING DIRECTOR | — |
| BJORDAHL BLAKE ALAN | CHIEF COMPLIANCE OFFICER | — |
| GIBSON JESSICA LEE | MANAGING PARTNER; VICE PRESIDENT | — |
| STEPHENS SCOTT CHRISTOPHER | CHIEF LEGAL OFFICER | — |
| STAUB CHRISTOPHER MICHAEL | MANAGING PARTNER | — |
| ESTRADA LISA KIM | CHIEF COMPLIANCE OFFICER | — |
| BALDWIN LOPER LOWRY | CEO/PRESIDENT; CHAIRMAN | — |
| Baldwin Trevor | CEO/PRESIDENT | — |
| Wiebeck Kris | CFO | — |
| Galbraith Daniel | CHIEF OPERATING OFFICER | — |
| Hale Bradford | CHIEF FINANCIAL OFFICER | — |
| HALE BRADFORD LENZIE | CHIEF FINANCIAL OFFICER | — |


## Disclosures (10)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312284/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312284/similar
- Related entities: https://search.stillhousedata.com/firm/312284/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312284

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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.