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Karin Kamille Langwasser

The Baldwin Group Wealth Advisors, LLC

Tampa, FL

Irvine, CA

CRD 3142733

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Employer firm

The Baldwin Group Wealth Advisors, LLC CRD 312284

$27.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
The Baldwin Group Wealth Advisors, Llc

4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-22
  • CA RA
    APPROVED
    Since 2026-04-22

Branch Locations

4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States

2211 Michelson Dr. Suite 470, Irvine, CA 92612 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Langwasser & Co., Inc. (An Accountancy C Upland CA 08/1992 Present
Axa Advisors, Llc New York NY 08/2002 06/2020
Equitable Advisors, Llc New York NY 08/2002 04/2026
The Baldwin Group Wealth Advisors, Llc Tampa FL 04/2026 Present
Previous Registrations
  • 2002-09-30 → 2026-04-06
    Upland, CA
    Woodland Hills, CA
  • 1999-05-26 → 2002-08-29
    1St Global Advisors Inc
    Upland, CA
Other Businesses

1- Kirkwood Vacations, LLC; Managing member; management and ownership of rental real estate 2- Citrus Tree, LLC; managing partner; commercial office building management 3- The Baldwin Group Wealth Advisors, LLC; DBA; Registered Representative; with the help of a senior advisor we sell security products for a broker dealer, execute trades and provide investment recommendations under the suitability standards 4- The Baldwin Group Wealth Advisors, LLC; Life Agent; refer individuals who are interested in fixed and life insurance products to a senior advisor; I do not give recommendations or participate in any insurance sales; all suitability reviews and product decisions are made solely by the senior advisor 5- Langwasser & Co CPAs LLP; Partner; accounting service for small and mid-sized businesses; tax return preparation, tax planning and business strategy consulting 6- North America Risk Management, Inc.; President; holding company 7- The Baldwin Group Wealth Advisors, LLC; Investment Advisor Representative; with the help of a senior advisor who provide investment advice to clients on behalf of a registered investment adviser and responsible for fiduciary planning, recommendations and ongoing client service; My role is a trusted advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-12-23
  • S66 Uniform Combined State Law Examination
    1998-12-23

View on SEC IAPD

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