BAYTRUST WEALTH MANAGEMENT, LLC

Overview

Baytrust Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2025 and operates as a limited liability company. Ownership is reported as a combination of a domestic entity and an individual. The firm serves individual and family clients and functions as a capital allocator, meaning it places client capital with outside managers in addition to managing portfolios directly. Advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars or workshops. Baytrust also conducts insurance brokerage activities and lists an insurance company affiliation. Its fee model is flexible, blending percentage-of-AUM fees with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is flagged as newly formed in regulatory records.

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Location & Offices