Peri Aptaker
Baldwin Wealth Partners · Bradenton, Florida
Peri Aptaker is a fee-only financial advisor at Baldwin Wealth Partners in Bradenton, Florida, who holds the CFP and PFS credentials. Baldwin Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Baldwin Wealth Partners |
|---|---|
| Based in | Bradenton, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.33B across 2,100 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in FL, MA, RI, TX · CRD 4643741 |
| Exams passed | Series 63 (2008) |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.baldwinbrothersinc.com |
How Peri's firm compares
- Baldwin Wealth Partners's average account is about $1.1 million, from its Form ADV (assets managed divided by 2,100 accounts).
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Questions about Peri
Is Peri Aptaker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peri holds no broker registration, and Baldwin Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peri charge for financial advice?
Peri's firm, Baldwin Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Peri Aptaker based?
Peri Aptaker is based in Bradenton, Florida.
What credentials does Peri Aptaker hold?
Peri Aptaker holds the CFP and PFS credentials.
Is Peri Aptaker registered with the SEC?
Yes. Peri Aptaker is registered as an investment adviser representative in FL, MA, RI and TX (CRD 4643741), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Baldwin Wealth Partners manage?
Baldwin Wealth Partners reports $2.33B across 2,100 accounts in assets under management.
How do I contact Peri Aptaker?
Through Peri's website, www.baldwinbrothersinc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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