Nathan
Baldwin
Prw Wealth Management LLC
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About this Advisor
Nathan Baldwin is a certified financial planner and chartered financial analyst operating out of Quincy, Massachusetts with 2 years of industry experience. Baldwin is on the advisory team at Prw Wealth Management LLC. Baldwin has gained experience at Commonwealth Financial Network, D.K. Brede Investment Management Co. Inc, Gw & Wade Asset Management Company, LLC, Gw & Wade, LLC, Lion Street Financial, LLC and Prw Wealth Management LLC. Baldwin maintains a Series 63 license, designating them as a securities representative, and is able to serve investors in Massachusetts. Prw Wealth Management LLC is a financial advisory business that has its headquarters in Quincy, MA. It administers $488 million in assets under management across its 646 client accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm provides financial advice to five charities and foundations. Of its 646 client accounts, 51% are associated with high-net-worth clients who have greater than $1 million in assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically depend on which services the firm provides the client. However, fee types billed by Prw Wealth Management LLC most likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prw Wealth Management LLC Brokerage Details
$487,641,386
13
646
$754,863
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Nathan Baldwin Work History
Nathan has been registered as a financial advisor for 2 years.*
Lion Street Financial, LLC
Prw Wealth Management LLC
Gw & Wade Asset Management Company, LLC
Gw & Wade, LLC
Commonwealth Financial Network
D.K. Brede Investment Management Co. Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nathan Baldwin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prw Wealth Management LLC
Quincy, MA
Quincy, MA
Quincy, MA
Quincy, MA
Quincy, MA
Quincy, MA
Quincy, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
