BanyanTree Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BanyanTree Wealth Management serves individuals as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides discretionary portfolio management, pension consulting (including Investment Policy Statement preparation and investment‑vehicle selection), and broader financial consulting services to business clients.
The firm tailors advice to each client based on suitability information gathered at the outset, manages most accounts on a discretionary basis, and conducts ongoing monitoring and rebalancing with a generally conservative, long‑term orientation. For retirement plan engagements it routinely prepares IPS documents, monitors investments against those policies, and offers participant education and investment workshops under ERISA guidelines.
Notably for a single‑advisor, small‑asset practice, the firm emphasizes institutional‑style work such as pension consulting, plan participant communications, and corporate financial consulting on cash‑flow and pricing optimization—services that are less common among solo independent advisers. The brochure also discloses that the firm’s principal has extensive capital‑markets experience and devotes a meaningful portion of time to other professional activities (about 30% of business time), which may be relevant when evaluating capacity and service focus.
Client services
Occupation focus
Fee options
$2,000 to $15,000 per calendar quarter for portfolio management fixed fee; $5,000 to $15,000 for consulting services fixed fee
$0 - $1,000,000: 1.00% per annum $1,000,001 - $5,000,000: 0.75% per annum $5,000,001+: 0.50% per annum
$300 per hour
Account minimum: $1,000,000
Main office
Oakton VA
Advisors at this office
1
Most active in
Virginia
Also doing business as
Banyantree Wealth Management · Myneni, Ravi
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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