Bayntree Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated April 20, 2026, reports $241M in regulatory assets under management, 13 employees, 4 offices, and 1,208 accounts.
Assets Under Management
$241M
Employees
13
Offices
4 offices
Total Clients
510
Primary office
SCOTTSDALE, AZ
7001 NORTH SCOTTSDALE ROAD, SUITE 2055, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.6% of total clients.
Top client categories% of clientsClients
1
Individuals
79.6%
406
2
HNWI
20.4%
104
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$241Mas of April 20, 2026
Discretionary95.6%
$230M
96% of total RAUM95.6%
Non-discretionary4.4%
$11M
4% of total RAUM4.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$241M
Total Accounts1,208
10Y AUM Change+$112M (+87.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee39:1
10Y Employee Change+3 (+30.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.