Baldwin Wealth Partners, Llc
- Regulatory AUM
- $2.3B
- Discretionary
- $2.3B
- Clients
- 809
- Avg AUM / client
- $2.9M
- Accounts
- 2,100
- Employees
- 34
AUM over time
Annual snapshots from Form ADV filings · as of Jul 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 372 | $131M | 5.6% |
| High net worth individuals | 366 | $2.0B | 85.4% |
| Pooled investment vehicles (non-investment companies) | 1 | $12.0M | 0.51% |
| Pension and profit sharing plans | Fewer than 5 clients | $899K | 0.04% |
| Charitable organizations | 42 | $122M | 5.2% |
| Corporations and other businesses | 28 | $75.7M | 3.24% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $10.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Group8 Ventures Llc | Venture Capital Fund | Delaware | $10.0M | 13 |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Fletcher Mcintire | Shareholder | CFA | Feb 2000 (27y) | ≈ 5% – 18.75% via American Research & Management Co |
| Eric Haakon Strand | Shareholder | Oct 2004 (22y) | ≈ 5% – 18.75% via American Research & Management Co | |
| William Harvey Marvel | Managing Director | Aug 2013 (13y) | 10% – 25% | |
| Mannix, John, Leonard | Shareholder | Jul 2020 (6y) | 10% – 25% | |
| William W. Klein | Chief Investment Officer | CFA | Feb 2022 (4y) | Less than 5% |
| Baldwin, Taylor, Converse | Chief Operating Officer | Jul 2024 (2y) | 10% – 25% | |
| Steven Thomas Dean | Chief Compliance Officer | Jul 2024 (2y) | Less than 5% | |
| David Anson Barrett | Registered representative | Apr 1994 (32y) | ||
| Michael Nmi Baldwin | Registered representative | Apr 1994 (32y) | ||
| Kathryn Shaw Rowe | Registered representative | CFP | Sep 2020 (6y) | |
| Kimberly Wilkes Tirrell | Registered representative | Mar 2023 (3y) | ||
| Nathan D. Stewart | Registered representative | Apr 2023 (3y) | ||
| Craig R. Dumas | Registered representative | CFP Chartered Financial Consultant | Jul 2024 (2y) | |
| Peri Ann Aptaker | Registered representative | CFP Personal Financial Specialist | Jul 2024 (2y) | |
| Ari Salamon Lazar | Registered representative | May 2025 (1y) | ||
| John Robert Prys | Registered representative | CFA | Jul 2025 (1y) | |
| Kimberly Marie Swift | Registered representative | Apr 2026 (0y) | ||
| Katherine Anne Kuntz | Registered representative | CFA | Apr 2026 (0y) | |
| Zachary J. Shirilla | Registered representative | CFA | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Merchant Wealth Partners | Shareholder | Oct 2020 | A | 10% – 25% |
| American Research & Management Co | Shareholder | Oct 2022 | A | 10% – 25% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Andrew Fletcher Mcintire: 50% – 75% of American Research & Management Co × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Eric Haakon Strand: 50% – 75% of American Research & Management Co × 10% – 25% direct ≈ 5% – 18.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $10.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Group8 Ventures Llc | Venture Capital Fund | $10.0M | $250K | 13 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • MANAGEMENT FEES FOR LIMITED PARTNERSHIPS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Pershing $1.6B (67% of AUM) Jun 2026
- Charles Schwab & Co. $636M (27% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗