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Baytrust Financial, Inc.

OwnerBaytrust Wealth Management, LLC

About Baytrust Financial, Inc.

Baytrust Financial, Inc. is listed as Owner at Baytrust Wealth Management, LLC in Tampa, FL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Baytrust Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Baytrust Financial, Inc. work?

Baytrust Financial, Inc. is listed as Owner at Baytrust Wealth Management, LLC on SEC Form ADV.

How much of Baytrust Wealth Management, LLC does Baytrust Financial, Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Baytrust Wealth Management, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2025
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