BAYNTREE WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2021

Total AUM

$241M

Discretionary

$230M

96% of AUM

Avg account

$200K

Accounts

1,208

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 226708
Registered since: July 23, 2021
Website: www.bayntree.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI58.76%
Individuals41.24%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bayntree Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves primarily individual and family clients and describes itself as a capital allocator that combines financial planning with discretionary portfolio management. Its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection (selection of other advisers), and educational seminars or workshops. Fee arrangements are flexible: percentage-of-AUM billing is offered alongside hourly and fixed-fee engagements. Bayntree does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.