Peri Ann Aptaker
Investment adviser representative at Baldwin Wealth Partners, LLC
23 yearsExperience
4 statesRegistered in
CFP® certification, PFSDesignations
$2.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Baldwin Wealth Partners, LLCJul 2024 to now
- Baldwin Wealth Partners, LLC (f/k/a Baldwin Brothers, LLC)Jul 2024 to now
- Klr Investment Advisors, LLCApr 2003 to Jul 2024
Designations
- CFP® certification
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 4 states (FL, MA, RI, TX).
Baldwin Wealth Partners, LLC
$2.3BAssets managed
809Clients
17Advisers
46 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4643741
- Firm CRD
- 105343