David Tyler Gantz

Employer firm

The Baldwin Group Wealth Advisors, LLC CRD 312284

$27.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2024 → 05/2025
  Accelerate Investment Advisors Llc
  Aliso Viejo, CA
• 03/2022 → 03/2024
  Altia Central
  Nagoya, Alchi
• 01/2016 → 02/2022
  Retirement Plan Advisory Group (Rpag)
  Aliso Viejo, CA
• 06/2025 → Present
  The Baldwin Group Wealth Advisors, Llc
  Tampa, FL

Previous Registrations

• 2024-09-30 → 2025-05-13
  Accelerate Retirement
  Aliso Viejo, CA
  Aliso Viejo, CA

Other Businesses

The Baldwin Group-Insurance Brokerage Non-Investment related California Independent Insurance Agent 08/2025 Approx. 10 hours monthly during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-28