David Peppard
Baldwin Management · West Conshohocken, Pennsylvania
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.
Request an introduction to David →
Specialties
Who they serve
- Executives
- Ultra high net worth
- Multi-generational families
- Mid-life transitions
Facts
| Firm | Baldwin Management |
|---|---|
| Based in | West Conshohocken, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.30B across 707 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4551523 |
| Exams passed | Series 63 (2009) · Series 66 (2015) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.baldwinmgt.com |
| Profile |
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
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.
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
- Baldwin Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.