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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bayntree Wealth Advisors LLC
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|---|---|
| CRD # | 226708 |
| SEC # | 801-121867 |
| CIK # | |
| AUM | $191.7 M (2025-03-31) |
| Employees | 11 (36% Investors, 0% Brokers) |
| Phone | 480-494-2750 |
| Address | 7001 North Scottsdale Road Scottsdale, AZ 85253 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 349 | 80.6 |
| (b) Individuals (high net worth individuals) | 88 | 111.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,022 | 191.7 |
| By Discretionary | ||
| Discretionary | 1,003 | 181.6 |
| Non-Discretionary | 19 | 10.1 |
| Total | 1,022 | 191.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.7 | |
| Total | 1,022 | 191.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ares Financial Consulting LLC
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|
CA | 0.2 |
|
Newport Wealth Advisors Inc
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CA | 0.2 |
|
Sand Creek Capital LLC
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ID | 0.2 |
|
New Century Financial Group LLC
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NJ | 0.2 |
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Clemson-Eps Advisors LLC
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SC | 0.2 |
|
Legacy Solutions LLC
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PA | 0.2 |
|
The Wealth Conservancy Inc
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|
CO | 0.2 |
|
Superior Planning LLC
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|
CA | 0.2 |
|
Strategic Financial Planning Inc
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|
TX | 0.2 |
|
MPWA Inc
✚
|
CA | 0.2 |