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BAYNTREE WEALTH ADVISORS, LLC
CRD 226708File 801-121867
APPROVED
Retail clients
Custody
Filing as of Apr 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$241.1M
Below cohort median (national)
Discretionary AUM
$230.4M
Non-discretionary $10.7M
Clients
510
1,208 accounts
Employees
13
Below cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 23, 2021
- Principal office
- 7001 NORTH SCOTTSDALE ROAD, SUITE 2055, SCOTTSDALE, AZ, 85253
- Phone
- 480.494.2750
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $241.1M
- Discretionary AUM
- $230.4M
- Non-discretionary AUM
- $10.7M
- Discretionary accounts
- 1,188
- Non-discretionary accounts
- 20
- Total accounts
- 1,208
- AUM per client
- $473K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 104 | $141.7M |
| Individuals (other than high net worth individuals) | 406 | $99.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.