Baytrust Wealth Management, LLC
● SEC registered since 2025CRD 338822SEC# 801-134584Tampa, FL
Reg. AUM
$97.7M
Employees
5
Accounts
299
Location
Tampa, FL
Baytrust Wealth Management, LLC assets under management
Baytrust Wealth Management, LLC operates as an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2025. It reports $97.7 million in regulatory assets under management and employs 5 people.
Baytrust Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Baytrust Financial, Inc. Control | Owner | Over 75% | 2025 |
| Christopher David Drew Control | President And Chief Compliance Officer | Under 5% | 2025 |
| Tyler Scott Meek | Chief Operating Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Baytrust Wealth Management, LLC manage?
Baytrust Wealth Management, LLC reports $97.7 million in regulatory assets under management on its Form ADV.
How many employees does Baytrust Wealth Management, LLC have?
Baytrust Wealth Management, LLC reports 5 employees.
Where is Baytrust Wealth Management, LLC located?
Baytrust Wealth Management, LLC is based in Tampa, FL and has been SEC-registered since 2025.
Does Baytrust Wealth Management, LLC disclose fund performance?
Baytrust Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15316 N Florida Ave, Tampa, FL 33613 |
| Phone | 813-820-0069 |
| Office hours | 9:00-5:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$97.7MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$97.7Mregulatory AUM
Discretionary $97.7M