# David Peppard

> David Peppard is a fee-only financial advisor at Baldwin Management in West Conshohocken, Pennsylvania. David focuses on tax planning, estate & legacy planning and founders (pre-exit). Baldwin Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/david-peppard/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Baldwin Management
- **Based in:** West Conshohocken, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.30B across 707 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Founders (pre-exit), Family wealth transfer, Retirement planning
- **Works with:** Executives, Ultra high net worth, Multi-generational families, Mid-life transitions
- **CRD:** 4551523 (https://adviserinfo.sec.gov/individual/summary/4551523)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2009), Series 66 (2015)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** https://www.baldwinmgt.com/

## Frequently asked questions

### Is David Peppard a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Baldwin Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Baldwin Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is David Peppard based?

David Peppard is based in West Conshohocken, Pennsylvania.

### What does David specialize in?

David's specialties include tax planning, estate & legacy planning, founders (pre-exit), family wealth transfer and retirement planning. David works with executives, ultra high net worth, multi-generational families and mid-life transitions.

### Is David Peppard registered with the SEC?

Yes. David Peppard is registered as an investment adviser representative in PA (CRD 4551523), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Baldwin Management manage?

Baldwin Management reports $1.30B across 707 accounts in assets under management.

### How do I contact David Peppard?

Through David's website, www.baldwinmgt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4551523): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.baldwinmgt.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.