David T. Gantz

THE BALDWIN GROUP WEALTH ADVISORS

Irvine, CA 92614

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CRD#: 7978505

Professional summary

David Tyler Gantz is a registered financial advisor currently at THE BALDWIN GROUP WEALTH ADVISORS, LLC located in Irvine, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. David has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Tyler Gantz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 11, 2025 - Present

THE BALDWIN GROUP WEALTH ADVISORS, LLC

Office #1: 2050 Main Street Suite 950, Irvine, CA 92614

RIA

CRD#: 312284

Irvine, CA

Past

September 30, 2024 - May 13, 2025

ACCELERATE RETIREMENT

RIA

CRD#: 325859

Aliso Viejo, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE BALDWIN GROUP WEALTH ADVISORS, LLC

BURNHAM GIBSON WEALTH ADVISORS, LLC | THE BALDWIN GROUP WEALTH ADVISORS, LLC | THE BALDWIN GROUP

CRD#: 312284 / SEC#: 801-120404

RIA

Registered Investment Advisory firm - (2/26/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/28/2024

Uniform Investment Adviser Law Examination

Current Firm

THE BALDWIN GROUP WEALTH ADVISORS, LLC

BURNHAM GIBSON WEALTH ADVISORS, LLC | THE BALDWIN GROUP WEALTH ADVISORS, LLC | THE BALDWIN GROUP

CRD#: 312284 / SEC#: 801-120404

RIA

Registered Investment Advisory firm - (2/26/2021 Approved)

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Contact information

Main Address

4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607

Mailing Address

Phone number

(813) 934-2743

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE BALDWIN GROUP WEALTH ADVISORS, LLC ADV P2A 03.26.2025 (4/9/2025)

Regulatory assets under management

Total Number of Accounts	2,356
AUM (Assets Under Management)	$ 21,043,141,324

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David T. Gantz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Tyler Gantz's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE BALDWIN GROUP WEALTH ADVISORS, LLC

ACCELERATE RETIREMENT

Primary Firm SEC Registration

THE BALDWIN GROUP WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/28/2024

Current Firm

THE BALDWIN GROUP WEALTH ADVISORS, LLC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE BALDWIN GROUP WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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