B
BanyanTree Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,362,473
Clients
8
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$2,045,309
About
BanyanTree Wealth Management serves individuals as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides discretionary portfolio management, pension consulting (including Investment Policy Statement preparation and investment‑vehicle selection), and broader financial consulting services to business clients.
The firm tailors advice to each client based on suitability information gathered at the outset, manages most accounts on a discretionary basis, and conducts ongoing monitoring and rebalancing with a generally conservative, long‑term orientation. For retirement plan engagements it routinely prepares IPS documents, monitors investments against those policies, and offers participant education and investment workshops under ERISA guidelines.
Notably for a single‑advisor, small‑asset practice, the firm emphasizes institutional‑style work such as pension consulting, plan participant communications, and corporate financial consulting on cash‑flow and pricing optimization—services that are less common among solo independent advisers. The brochure also discloses that the firm’s principal has extensive capital‑markets experience and devotes a meaningful portion of time to other professional activities (about 30% of business time), which may be relevant when evaluating capacity and service focus.
Client services
Financial planning
Portfolio management
Pension consulting
Occupation focus
Founder/Business Owner
Fee options
$2,000 to $15,000 per calendar quarter for portfolio management fixed fee; $5,000 to $15,000 for consulting services fixed fee
$0 - $1,000,000: 1.00% per annum $1,000,001 - $5,000,000: 0.75% per annum $5,000,001+: 0.50% per annum
$300 per hour
Account minimum: $1,000,000
Main office location
BanyanTree Wealth Management
Oakton VA, United States
Number of offices
1
Most active in
BanyanTree Wealth Management has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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