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BAYNTREE WEALTH ADVISORS, LLC

SCOTTSDALE, AZ · CRD 226708 · IAPD ↗ · 480.494.2750

$241.1MRegulatory AUM
6Advisory reps
13Employees
29Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
May 2026 — BAYNTREE WEALTH ADVISORS, LLC notice-filed in IL, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2026 — BAYNTREE WEALTH ADVISORS, LLC reported RAUM up 26% ($191.7M -> $241.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2026 — BAYNTREE WEALTH ADVISORS, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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