DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Analyst13 years in industry

WILLIAM W. KLEIN

Advisor at BALDWIN WEALTH PARTNERS, LLC

MARION, MA | GREENVALE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e0a5a559-8c09-8872-64a5-dca9c8c71e1a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 2
Observed: Nov 7, 2017 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

William W. Klein

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

William W. Klein

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BALDWIN WEALTH PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 3
Designations: Chartered Financial Analyst
First registration: Nov 7, 2017
Dual registered: no
IAPD individual key: 6857717

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BALDWIN WEALTH PARTNERS, LLC	Independent wealth	Feb 14, 2022	n/a	yes	GREENVALE, NY\|MARION, MA	Current employment
BALDWIN WEALTH PARTNERS, LLC	Independent wealth	Nov 7, 2017	Jan 24, 2020	no	MARION, MA	Previous registration

Relationships

Registered with (1)

→ BALDWIN WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Nov 7, 2017 to Jan 24, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e0a5a559-8c09-8872-64a5-dca9c8c71e1a
First observed: Nov 7, 2017
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WILLIAM W. KLEIN

Advisor at BALDWIN WEALTH PARTNERS, LLC

MARION, MA | GREENVALE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e0a5a559-8c09-8872-64a5-dca9c8c71e1a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:06 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BALDWIN WEALTH PARTNERS, LLC

Independent wealth

Feb 14, 2022

n/a

yes

GREENVALE, NY|MARION, MA

Current employment

BALDWIN WEALTH PARTNERS, LLC

Independent wealth

Nov 7, 2017

Jan 24, 2020

MARION, MA

Previous registration