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BAYTRUST WEALTH MANAGEMENT, LLC

TAMPA, FL · CRD 338822 · IAPD ↗ · baytrust.com · 813-820-0069

$97.7MRegulatory AUM
1Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

42
June 2026 — BAYTRUST WEALTH MANAGEMENT, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — BAYTRUST WEALTH MANAGEMENT, LLC now reports custody of client assets ($22.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
February 2026 — BAYTRUST WEALTH MANAGEMENT, LLC notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
January 2026 — BAYTRUST WEALTH MANAGEMENT, LLC (TAMPA, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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