BayTrust Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$97,749,639
Total clients
214
9% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
54
Average account size
$456,774
About
BayTrust Wealth Management, LLC is an SEC-registered investment adviser formed to provide discretionary investment management and retirement plan advisory services to institutional and pooled clients, as well as financial planning and general educational content for prospects and clients. At the time of its initial filing the firm reported no assets under management and operates under an inaugural Form ADV.
The firm combines fundamental and technical analysis to construct portfolios intended for long‑term growth with an emphasis on downside protection, and may include ETFs, equities, fixed income, mutual funds, options, REITs and annuities. BayTrust acts as a fiduciary for retirement accounts under applicable law and uses an institutional custody and platform arrangement to execute and monitor client accounts, with periodic reviews and ongoing supervision.
BayTrust’s business mix includes features that are less common among investment managers: certain advisory personnel are also licensed insurance professionals and the firm discloses that insurance product sales may result in customary commissions, creating a potential conflict of interest; it also provides educational seminars/workshops and may refer or select other advisers for client needs. The firm offers standalone financial planning on either a fixed‑fee or hourly basis and has disclosed its inaugural status and platform relationships as part of its compliance disclosures.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Retirement income strategy
Annuities
Equity compensation tax strategy
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Executive
Fee options
Financial planning fixed fees ranging from $1,000 to $25,000 depending on complexity and scope
$0+: Up to 2.00% annually for Advisory Services $0+: Up to 1.50% annually for Retirement Plan Advisory Services
Financial planning hourly rate of $250 per hour
Fee-only: Advisory fees charged quarterly in advance; financial planning fees fixed ($1,000 to $25,000) or hourly ($250/hour)
Main office location
BayTrust Wealth Management, LLC
15316 N Florida Ave
Tampa FL 33613, United States
Number of offices
1
Most active in
BayTrust Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Indiana
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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