Bayntree Wealth Advisors, LLC
● SEC registered since 2021CRD 226708SEC# 801-121867Scottsdale, AZ
Reg. AUM
$241.1M
Employees
13
Accounts
1,208
Location
Scottsdale, AZ
Bayntree Wealth Advisors, LLC assets under management
Bayntree Wealth Advisors, LLC is an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2021. It reports $241.1 million in regulatory assets under management and employs 13 people.
Bayntree Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ajw, LLC Control | Owner | Over 75% | 2015 |
| Andrew Scott Rafal Control | President/Chief Compliance Officer | Under 5% | 2015 |
| Andrew Scott Rafal Control | Owner | Over 75% | 2015 |
Frequently asked questions
How much does Bayntree Wealth Advisors, LLC manage?
Bayntree Wealth Advisors, LLC reports $241.1 million in regulatory assets under management on its Form ADV.
How many employees does Bayntree Wealth Advisors, LLC have?
Bayntree Wealth Advisors, LLC reports 13 employees.
Where is Bayntree Wealth Advisors, LLC located?
Bayntree Wealth Advisors, LLC is based in Scottsdale, AZ and has been SEC-registered since 2021.
Does Bayntree Wealth Advisors, LLC disclose fund performance?
Bayntree Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7001 North Scottsdale Road, Suite 2055, Scottsdale, AZ 85253 |
| Phone | 480.494.2750 |
| Fax | 480.452.0827 |
| Office hours | 8:30-5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$241.1M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$241.1Mregulatory AUM
Discretionary $230.4MNon-discretionary $10.7M