Baytrust Wealth Management, LLC
● SEC registered since 2025CRD 338822SEC# 801-134584Tampa, FL
Reg. AUM
$97.7M
Employees
5
Accounts
299
Location
Tampa, FL
About Baytrust Wealth Management
BayTrust Financial offers complete financial management, including retirement income strategies, wealth accumulation, estate planning, asset protection, and related insurance and tax minimization guidance. The practice invites second-opinion portfolio and retirement plan reviews for individuals and families.
Summary based on the firm’s website.
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 |
| Christopher David Drew Control | President | Over 75% | 2025 |
Frequently 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, monthlySep '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers
Assets under management
$97.7Mregulatory AUM
Discretionary $97.7M