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BAYTRUST WEALTH MANAGEMENT, LLC
CRD 338822 · SEC 801-134584
15316 N FLORIDA AVE, TAMPA, FL, 33613, United States
Phone
813-820-0069
Fax
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Registration
Registered (APPROVED-120)
Source
SEC registered
Total AUM
$97.7M
Discretionary AUM
$97.7M
Team
5 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 194 | $45.8M |
| High net worth individuals | 20 | $51.9M |
States served
CA, IN, FL
All web addresses on file
Official SEC filing: View on IAPD