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The Baldwin Group Wealth Advisors, LLC CRD 312284
$27.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-12-23 |
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