← Tributary

BAY POINT WEALTH

ANNAPOLIS, MD · CRD 123095 · IAPD ↗ · 410-626-8198

$399.2MRegulatory AUM
4Advisory reps
8Employees
14Clients
101-250Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2024 — BAY POINT WEALTH (ANNAPOLIS, MD) left the SEC roster (was $399.2M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
48
April 2024 — BAY POINT WEALTH reported RAUM down 36% ($624.9M -> $399.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
April 2024 — BAY POINT WEALTH shrank from 11 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.