Baytrust Wealth Management, LLC
Baytrust Wealth Management, LLC is an SEC-registered mass-market adviser in Tampa, FL with $97.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Baytrust Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 338822, SEC 801-134584, data through 2026-05-29.
- AUM (assets under management / regulatory AUM)
- $97.7M (2026-05-29)
- Firm type
- Mass-Market Adviser
- Location
- Tampa, FL
- Employees
- 5
- Clients
- 214
- CRD
- 338822
- Ownership
- Meek, Tyler, Scott; DREW, CHRISTOPHER, DAVID; BAYTRUST FINANCIAL, INC.
How much AUM does Baytrust Wealth Management, LLC have?
Baytrust Wealth Management, LLC reported $97.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-29).
Who owns Baytrust Wealth Management, LLC?
Disclosed owners and executives of Baytrust Wealth Management, LLC include Meek, Tyler, Scott, DREW, CHRISTOPHER, DAVID, BAYTRUST FINANCIAL, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.