Overview
Assets Under Management: $98 million
Headquarters: TAMPA, FL
High-Net-Worth Clients: 20
Average Client Assets: $2.6 million
Frequently Asked Questions
BAYTRUST WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #338822), BAYTRUST WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BAYTRUST WEALTH MANAGEMENT, LLC is headquartered in TAMPA, FL.
BAYTRUST WEALTH MANAGEMENT, LLC serves 20 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, BAYTRUST WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
BAYTRUST WEALTH MANAGEMENT, LLC manages $98 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, BAYTRUST WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.14%
Average Client Assets: $2.6 million
Total Client Accounts: 299
Discretionary Accounts: 299
Regulatory Filings
CRD Number: 338822
Filing ID: 2083258
Last Filing Date: 2026-03-31 20:29:28