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| Bayntree Wealth Advisors LLC
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|---|---|
| CRD # | 226708 |
| SEC # | 801-121867 |
| CIK # | 0002138457 |
| AUM | 241.1 M (2026-04-20) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 480-494-2750 |
| Address | 7001 North Scottsdale Road Scottsdale, AZ 85253 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wheaton Precious Metals Corp | 0.3 | ||
| Healthcare Trust of America Inc | 0.3 | ||
| HCP Inc | 0.3 | ||
| United Technologies Corp /DE/ | 0.2 | ||
| Fidelity Wise Origin Bitcoin Fund | 0.2 | ||
| Procter & Gamble Co | 0.2 | ||
| American Capital Agency Corp | 0.2 | ||
| Apple Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 406 | 99.4 |
| (b) Individuals (high net worth individuals) | 104 | 141.7 |
| (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 | 1,208 | 241.1 |
| By Discretionary | ||
| Discretionary | 1,188 | 230.4 |
| Non-Discretionary | 20 | 10.7 |
| Total | 1,208 | 241.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.1 | |
| Total | 1,208 | 241.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0002138457] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 29 |
| Serves | Institutional, Retail, Research |
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