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| Keyboard |
| Baytrust Wealth Management LLC
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|---|---|
| CRD # | 338822 |
| SEC # | 801-134584 |
| CIK # | |
| AUM | 97.7 M (2026-05-29) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 813-820-0069 |
| Address | 15316 N Florida Ave Tampa, FL 33613 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 194 | 45.8 |
| (b) Individuals (high net worth individuals) | 20 | 51.9 |
| (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 | 299 | 97.7 |
| By Discretionary | ||
| Discretionary | 299 | 97.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 299 | 97.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 97.7 | |
| Total | 299 | 97.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
TIA Wealth Management LLC
✚
|
MA | 101.5 M |
|
Fuerst Financial Group Inc
✚
|
TN | 100.9 M |
|
Bridge Financial Planning LLC
✚
|
100.4 M | |
|
Infinity Investment Advisors LLC
✚
|
AL | 100.0 M |
|
FAMA Fiduciary Wealth LLC
✚
|
NY | 99.9 M |
|
Third Sigma Investment Advisors LLC
✚
|
DE | 98.8 M |
|
Timbuktu Capital Management LLC
✚
|
MA | 98.6 M |
|
Amberlake Partners Sam
✚
|
97.1 M | |
|
Box Financial Advisors LLC
✚
|
TX | 96.9 M |
|
Wise Money Israel Ltd
✚
|
94.9 M |