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BAYNTREE WEALTH ADVISORS, LLC
CRD 226708 · SEC 801-121867
7001 NORTH SCOTTSDALE ROAD, SUITE 2055, SCOTTSDALE, AZ, 85253, United States
Phone
480.494.2750
Fax
480.452.0827
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$241.1M
Discretionary AUM
$230.4M
Team
13 total employees; 6 advisory reps; 29 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 406 | $99.4M |
| High net worth individuals | 104 | $141.7M |
States served
AZ, CA, IL, MD, NM, OH, VA, TX
All web addresses on file
Official SEC filing: View on IAPD