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Building 2BALDWIN WEALTH PARTNERS, LLC

Map pinMARION, MA
Phone(508) 748-0800
NotebookSEC #801-15418
Total AUM
$2.3B
Employees
34
Clients
810

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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