BayTrust Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BayTrust serves individuals, high net worth individuals, trusts, estates, businesses, and retirement plans, providing discretionary investment management, retirement-plan advisory, and standalone financial planning. The firm reports about $97.75 million in assets under management and also offers general educational content for prospects and clients.
The advisor operates as a fiduciary and constructs customized portfolios using ETFs, stocks, bonds, mutual funds, options, REITs, and annuities, employing both fundamental and technical analysis with a long-term focus that emphasizes downside protection. Clients receive continuous personal contact and ongoing supervisory oversight, with formal portfolio reviews generally conducted at least annually and discretionary trading implemented on behalf of accounts.
Noteworthy aspects include centralized operation by the firm’s founder and chief compliance officer shortly after the firm’s formation in late 2025, despite its team-sized classification and the reported AUM level. The firm additionally offers public educational materials and discloses that certain advisory personnel are licensed insurance professionals who may receive customary commissions on insurance products, and it directs custody and execution through a specific institutional platform.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for standalone financial planning services typically range from $1,000 to $25,000
$250 per hour for financial planning services
Fee-only: Fixed fees for financial planning typically range from $1,000 to $25,000 (negotiable)
Main office
See office15316 N Florida Ave
Tampa FL 33613
Advisors at this office
3
Offices (2)
Most active in
California · Florida · Indiana
Also doing business as
Baytrust Wealth Management, LLC · United Financial Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Advisors at this firm
Christopher D
Series 65
Tampa, FL
BayTrust Wealth Management, LLC
Christopher Drew is a financial advisor at BayTrust Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Advisory Services Network, LLC and J.W. Cole Advisors, Inc. Outside of his advisory role, he is president and CEO of Drew Capital Group, where he sells life and annuity products. BayTrust Wealth Management serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, retirement-plan advisory, and financial planning. The firm emphasizes customized portfolios and ongoing personal contact, managing approximately $97.75 million in assets.
Nolan H
Series 65
Tampa, FL
BayTrust Wealth Management, LLC
Nolan Hudi is a financial advisor with BayTrust Wealth Management, LLC in Tampa, FL, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Advisory Services Network, LLC and Drew Capital Management, as well as academic experience at the University of South Florida and Texas Christian University. Outside of advisory work, he is also licensed as an insurance agent, engaging in insurance transactions related to fixed annuities and life insurance. BayTrust Wealth Management serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, retirement-plan advisory, and standalone financial planning. The firm manages approximately $97.75 million in assets and provides customized portfolios using a range of investment vehicles with a long-term focus emphasizing downside protection.
Chad M
Series 63, Series 65
Tampa, FL
BayTrust Wealth Management, LLC
Chad Mullen is a financial advisor with BayTrust Wealth Management, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and five years of industry experience. His prior experience includes roles at The Vanguard Group, Lincoln Investment, and Advisory Services Network, among others. He is also a licensed insurance agent involved in the sale of life insurance and annuities. BayTrust Wealth Management serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, retirement-plan advisory, and standalone financial planning. The firm manages approximately $97.75 million in assets and emphasizes customized portfolios with a long-term focus on downside protection.
Mark K
Series 63, Series 65
North Manchester, IN
BayTrust Wealth Management, LLC
Mark Kissell is a financial advisor with BayTrust Wealth Management, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include over two decades at United Financial Group and three years at Advisory Services Network, LLC. He is also the managing member and owner of United Financial Group, a service company, and works as an independent insurance agent. BayTrust Wealth Management, LLC provides discretionary investment management and retirement plan advisory services to institutional and pooled clients, along with financial planning and educational content. The firm combines fundamental and technical analysis to build portfolios focused on long-term growth and downside protection, utilizing a range of investment products and acting as a fiduciary for retirement accounts.
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