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Bank / Wealth / TrustRIA · CRD 226708SEC-Registered

Updated:

Bayntree Wealth Advisors

Bayntree Wealth Advisors was established in 2015 as a wealth manager and registered investment adviser in Scottsdale, Arizona. The firm provides investment...

Overview

Bayntree Wealth Advisors was established in 2015 as a wealth manager and registered investment adviser in Scottsdale, Arizona. The firm provides investment advisory services that include financial planning and portfolio management. It serves individuals, high-net-worth individuals, and various organizations. No portfolio holdings, co-investors, or geographic deployment beyond the headquarters location appear in available records. No dated operational events from the last 24 months are documented. Team size, additional offices, and adjacent vehicles remain unreported. The firm operates without disclosed family-office structure, succession details, or hybrid vehicles that would differentiate its mandate from other registered advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2015

Location

Region

North America

Country

United States

City

Scottsdale

Corporate office

Scottsdale, AZ, United States

Sector focus

WealthRetirementFinancial Planning

Frequently asked questions

Who runs investment decisions at Bayntree Wealth Advisors?

No named principals or CIO appear in public records. Investment decisions rest with the firm as a registered investment adviser.

Does Bayntree Wealth Advisors participate in fund commitments or only direct deals?

Available information states only that the firm provides portfolio management and financial planning. No fund commitments or direct deals are disclosed.

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