Banyantree Wealth Management

Overview

Banyantree Wealth Management is a small, independent RIA structured as a sole proprietorship that serves individual and family clients. The firm focuses on financial planning and discretionary portfolio management across individual, small business and institutional clients, and lists pension consulting among its advisory services. Its investment approach favors equity exposure, with a clear tilt toward exchange-traded instruments, while also using third-party managers for selected alternative strategies. Fee arrangements are flexible and include asset-based fees, hourly billing and fixed-fee engagements, which accommodates both ongoing wealth management relationships and project-based planning work. The firm does not position itself as an active ESG investor and operates from a single-state footprint rather than as a multi-state adviser. Given its small client base and concentrated AUM, Banyantree appears oriented toward personalized, high-touch relationships where the advisor can tailor allocations and use external managers for specialty strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices