$97.7M Total AUM
$97.7M Disc. AUM
-- 3Y CAGR
5 Employees
214 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- HarborQuantum vector +more
- Established Date
- 12-01-2025
- Office Locations
- 2
Office Locations
15316 N Florida AVE Tampa FL
-- -- --
About Baytrust Wealth Management, LLC
Baytrust Wealth Management, LLC is a Tampa-based RIA with 2 offices. The firm has been operating for 0 years. Managing $97.7M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$97.7M AVG AUM / ADVISOR
$456.8K AVG AUM / CLIENT
0.5 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
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Asset Classes
Beacon element Timber bridge Matrix frontier Eagle
Client Personas
Meridian radial Atlas Eagle
Custodian
Timber Crest Vital Oak Vital signal Pioneer Alpha Value Wave
Fund Managers
Matrix
Investment Themes
North Focus capital Oak
Investment Vehicles
Vital north
Platform
Zenith north
Services
Alpha Vertex Peak bridge Pathway crest Pathway horizon Peak insight Quantum Value prime Summit north Bridge
Technology
North Summit Harbor Horizon vector Peak optima
Owner & Executives
C
CHRISTOPHER DAVID DREW
Chief Compliance Officer, President
- CRD
- #6425545
- Ownership
- Less than 5%
(433) 984-7681
alpha.glacier@timbercapital.com
in linkedin.com/in/momentum-delta
T
Tyler Scott Meek
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
(653) 697-7994
ridge.bridge@peakcapital.com
in linkedin.com/in/matrix-alpha
Showing 2 of 2 owners & executives
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N
Nolan Christopher Hudi
--
- CRD
- #7971650
(885) 743-4754
foundation.atlas@vertexcapital.com
in linkedin.com/in/matrix-eagle
MARK KELLY KISSELL
--
- CRD
- #5536176
(519) 970-3437
harbor.zenith@ridgecapital.com
in linkedin.com/in/insight-signal
O
Optima vital
Quantum north horizon
- CRD
- #41517
(342) 217-9415
pathway.quantum@foundationcapital.com
in linkedin.com/in/vector-ridge
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,749,639 | $326,922 |
| Non-Discretionary | $0 | -- |
| Total | $97,749,639 | $326,922 |
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Separately Managed Accounts
Total SMA Asset: $97,749,639
Equity - Exchange:
11.3% Public Funds:
35.4% Cash:
35.9% Corporate - Investment Grade:
17.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $592,727,471 | 11.3% |
| Public Funds | $1,856,863,050 | 35.4% |
| Cash | $1,883,089,929 | 35.9% |
| Corporate - Investment Grade | $912,695,397 | 17.4% |
| Total | $5,245,375,847 | 100.0% |