| 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 |
Bayntree Wealth Advisors, LLC reports $191.7 million in regulatory assets under management on its Form ADV.
Bayntree Wealth Advisors, LLC reports 11 employees.
Bayntree Wealth Advisors, LLC is based in Scottsdale, AZ and has been SEC-registered since 2021.
Bayntree Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $181.6M |
| Non-discretionary | $10.1M |
| Total (RAUM) | $191.7M |