Baldwin Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$61,633,536
Clients
28
Advisors
1
of 1 employees
About
The firm provides investment management and financial consulting to individuals, trusts and estates, endowments and foundations, businesses, and participant-directed retirement plans, and offers fiduciary investment advice to pension or profit-sharing plans. Services include discretionary and non-discretionary portfolio management using mutual funds, ETFs, high-quality fixed income, and separately managed accounts, together with financial planning support on taxes, retirement, estate matters, and business-sale structures.
The firm’s investment approach is long-term and anchored in Modern Portfolio Theory, favoring diversified asset-class allocations with rules-based tilts toward attributes such as value, momentum, and profitability. Implementation typically uses model portfolios, low-cost mutual funds and ETFs (and third‑party managers in certain sub‑strategies), with a buy-hold-and-rebalance orientation while applying tax‑loss harvesting and cost‑basis management where appropriate.
Several features distinguish the firm from many independent peers: it explicitly lists charitable organizations and endowments among client types and provides pension consulting and employee retirement‑plan services, areas that are less common for firms of this category. The brochure also discloses referral/solicitor arrangements and that the firm receives platform products and services from Schwab Advisor Services and has a succession agreement with a larger advisor platform—facts the firm notes could be relevant to custody and referral considerations.
Client services
Expertise
Occupation focus
Fee options
Financial consulting services charged at a fixed minimum annual fee of $7,250, billed quarterly in advance.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.50% $3,000,001 - $5,000,000: 0.40% $5,000,001+: 0.35%
Account minimum: $1,000,000 Minimum fee: Financial consulting services have a minimum annual fee of $7,250 billed quarterly in advance.
Main office
225 South Meramec Avenue, Suite 500 A
St. Louis MO 63105
Advisors at this office
1
Most active in
Missouri
Also doing business as
Baldwin · Baldwin Wealth · Baldwin Wealth Management · Baldwin Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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