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Baytrust Wealth Management, LLC

● SEC registered since 2025CRD 338822SEC# 801-134584Tampa, FL
Export (members)
Reg. AUM
Employees
5
Accounts
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 employs 5 people.

Baytrust Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Baytrust Financial, Inc. ControlOwnerOver 75%2025
Christopher David Drew ControlPresident And Chief Compliance OfficerUnder 5%2025
Tyler Scott MeekChief Operating OfficerUnder 5%2025
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Frequently asked questions

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

Address15316 N Florida Ave, Tampa, FL 33613
Phone813-820-0069
Office hours9:00-5:00
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo