David Tyler Gantz
Investment adviser representative at The Baldwin Group Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$27.3BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- The Baldwin Group Wealth Advisors, LLCJun 2025 to now
- Accelerate Investment Advisors LLCApr 2024 to May 2025
- Altia CentralMar 2022 to Mar 2024
- Retirement Plan Advisory Group (rpag)Jan 2016 to Feb 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
The Baldwin Group Wealth Advisors, LLC
$27.3BAssets managed
2,134Clients
47Advisers
5 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
- 7978505
- Firm CRD
- 312284