Baytrust Wealth Management, LLC: applying for SEC registration, $98M AUM, Tampa, FL
Baytrust Wealth Management, LLC (Tampa, Florida): applying for SEC registration, $98M AUM, Tampa, FL. Its amount of 98 is below the median of 134 (9th percentile). Dated 324 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 98 · 9th percentile of 1,149 NewRiaPulse records · 0.7x the median
Free preview: all 11 published fields of this record are shown below. Locked: 112 related FL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Baytrust Wealth Management, LLC |
| Legal name | Baytrust Wealth Management, LLC |
| CRD | 338822 |
| Status | In 120-day approval window |
| Registered with the SEC | 2025-12-16 |
| Latest Form ADV filing | 2026-05-29 |
| Location | Tampa, FL, United States |
| Regulatory AUM | $97,749,639 |
| Accounts | 299 |
| Employees | 5 |
| Website | https://baytrust.com/ |
| amount percentile | 9th of 1,149 (median 134, 0.7x median) |
| Peer records CSV (113 FL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-12-16
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (FL first): Kare Manager Holdings, L.P. · Sirenia Capital Management LP · Cip Pe Advisors, LLC · Evertern Wealth, LLC · Hobe Mountain Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Baytrust Wealth Management, LLC and 113 Florida peers
- Florida NewRiaPulse records like this one: 113
- Baytrust Wealth Management, LLC's amount: 9th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $22,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- Still in the approval window: vendors not yet chosen.
- Website on file.
What is the NewRiaPulse record for Baytrust Wealth Management, LLC in Tampa, Florida?
Baytrust Wealth Management, LLC applied for SEC registration as an investment adviser (2025-12-16) with $97,749,639 in regulatory assets under management, based in Tampa, FL.
How does Baytrust Wealth Management, LLC compare to other Florida NewRiaPulse records?
Its amount of 98 is below the median (9th percentile); smaller records often move faster and face less competition. It is 324 days old; check the official source for later updates before acting.
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.