B
$16.4M Total AUM
$16.4M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท T. Rowe Price
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-25-2022
- Office Locations
- 1
Office Locations
-- Oakton VA
About Banyantree Wealth Management
Banyantree Wealth Management is a Oakton-based RIA. The firm has been operating for 4 years. Managing $16.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and T. Rowe Price.
Team overview
-- AVG AGE
$16.4M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
R
RAVI MYNENI
President, Senior Project Manager
- CRD
- #1713933
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,362,473 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,362,473 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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