firm profile
The Baldwin Group Wealth Advisors, LLC
Overview
The Baldwin Group Wealth Advisors, LLC is an SEC registered investment adviser based in Tampa, FL, registered since 2021. It reports $27.3B in assets under management across 2,651 accounts, with 50 employees. It has 47 investment adviser representatives.
- Reported AUM
- $27.3B
- Discretionary
- 11%
- Accounts
- 2,651
- Average account
- $10.3M
- Employees
- 50
- Advisory reps
- 47
- Registered since
- 2021
- Jurisdictions
- 36
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets
Executive officers 3 of 4
- Trevor Lowry Baldwin Chief Executive Officer, President CRD 7331091
- Christopher Michael Staub Practice President_managing Director CRD 4557066
- Bradford Lenzie Hale Chief Financial Officer CRD 7445599
1 more executive officer, with direct contact details
Advisory reps 3 of 47
- Joseph T Alvarez Insurance Agent · Investment Adviser Rep CRD 7222023
- James C Anselmo Insurance Agent · Investment Adviser Rep CRD 4189453
- Michael Victor Assaf Investment Adviser Rep CRD 5542289
44 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 4211 W Boy Scout Blvd Ste 800
Tampa, FL 33607 - County
- Hillsborough
- Metro area
- Tampa-St. Petersburg-Clearwater, FL
- Region
- South
Registrations
- SEC registered
- Registered in 36 jurisdictions
- Website: baldwin.com
Every state, with registration dates
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