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Bayntree Wealth Advisors, LLC

Bayntree Wealth Advisors, LLC. CRD 226708

Bayntree Wealth Advisors, LLC logo

CRD: 226708

Bayntree Wealth Advisors, LLC

Scottsdale, AZ, 85253
4804942750
www.bayntree.com
$241.1M Total AUM
$230.4M Disc. AUM
-- 3Y CAGR
13 Employees
539 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
Foundation legacy
Established Date
07-29-2015
Office Locations
1

Office Locations

7001 North Scottsdale Road Suite 2055 Scottsdale AZ

About Bayntree Wealth Advisors, LLC

Bayntree Wealth Advisors is a Scottsdale, AZ RIA serving individuals and families across the Phoenix area with retirement-focused financial planning and investment management. The team builds personalized strategies around tax planning, turning savings into retirement income, protection planning, and legacy/estate coordination. Portfolios emphasize asset allocation using ETFs and mutual funds; assets are custodied via Fidelity/NFS. Offers a Retirement Readiness Review/assessment and checklist as an entry point.

Team overview

38 AVG AGE
$40.2M AVG AUM / ADVISOR
$447.3K AVG AUM / CLIENT
5.5 yrs AVG TENURE
13 Employees
6 Advisory Reps
6 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Element matrix

Client Personas

Unison legacy Value

Custodian

Atlas Pathway horizon

Investment Themes

Focus radial Beacon momentum Atlas Harbor

Investment Vehicles

Matrix

Platform

Foundation beacon Beacon

Services

Focus meridian Quantum harbor Fusion Foundation Horizon momentum Element Signal Vertex Wave delta Vital capital Horizon

Technology

Vector

Owner & Executives

ANDREW SCOTT RAFAL

ANDREW SCOTT RAFAL

Chief Compliance Officer, Owner, President

CRD
#5602416
Ownership
Less than 5%
(478) 236-8489
summit.peak@legacycapital.com
in linkedin.com/in/peak-momentum

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Contacts

Ezra Max Alpert

Ezra Max Alpert

Associate Financial Advisor

CRD
#8043655
(253) 513-9740
fusion.wave@primecapital.com
in linkedin.com/in/vertex-vector
Jonathan William Brant

Jonathan William Brant

Financial Advisor

CRD
#6707670
(691) 618-9582
pioneer.legacy@focuscapital.com
in linkedin.com/in/value-alpha
A

Atlas peak

Bridge unison

CRD
#42291
(553) 871-7685
pathway.fusion@valuecapital.com
in linkedin.com/in/vertex-value

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-02-2022
09-08-2023
11-13-2024
08-28-2025
04-20-2026
Category Assets AVG. Account size
Discretionary $230,374,185 $193,918
Non-Discretionary $10,702,900 $535,145
Total $241,077,085 $199,567

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Separately Managed Accounts

Total SMA Asset: $241,077,085

$241.1M Total SMA
Public Funds:
38.4%
Equity - Exchange:
26.0%
U.S. Government/Agency:
35.6%
Asset class Assets Assets %
Public Funds $1,712,782,429 38.4%
Equity - Exchange $1,159,696,436 26.0%
U.S. Government/Agency $1,587,892,044 35.6%
Total $4,460,370,909 100.0%

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