BayTrust Wealth Management, LLC logo

BayTrust Wealth Management, LLC

Updated today

Client assets under management

$97,749,639

Clients

214

9% high-net-worth

Advisors

4

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

54

Typical

Average account size

$456,774

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

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Retirement income strategy Equity compensation tax strategy Business succession planning Cash flow / budgeting Wealth management

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for standalone financial planning services typically range from $1,000 to $25,000

Project-based

$250 per hour for financial planning services

Other

Fee-only: Fixed fees for financial planning typically range from $1,000 to $25,000 (negotiable)

Main office location

BayTrust Wealth Management, LLC

15316 N Florida Ave

Tampa FL 33613, United States

Number of offices

1

Most active in

Florida · Indiana

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christopher D

Series 65

Tampa, FL

BayTrust Wealth Management, LLC

Christopher Drew is a financial advisor at BayTrust Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms including Advisory Services Network, LLC and J.W. Cole Advisors, Inc. In addition to his advisory roles, he is president and CEO of Drew Capital Group, where he is involved in selling life and annuity products. BayTrust Wealth Management, LLC provides discretionary investment management and retirement plan advisory services to institutional and pooled clients, as well as financial planning and educational content. The firm uses a combination of fundamental and technical analysis to build portfolios focused on long-term growth and downside protection, and offers a mix of investment options including ETFs, equities, fixed income, mutual funds, options, REITs, and annuities.

Retirement income strategy Equity compensation tax strategy Business succession planning Cash flow / budgeting Wealth management Founder/Business Owner Executive
user avatar

Nolan H

Series 65

Tampa, FL

BayTrust Wealth Management, LLC

Nolan Hudi is a financial advisor at BayTrust Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Advisory Services Network, LLC and Drew Capital Management, as well as held academic positions at the University of South Florida and Texas Christian University. Outside of investment advising, he is also a licensed insurance agent specializing in fixed annuities and life insurance. 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 uses a combination of fundamental and technical analysis to build portfolios focused on long-term growth and downside protection, employing a range of investment vehicles including ETFs, equities, fixed income, mutual funds, options, REITs, and annuities.

Retirement income strategy Equity compensation tax strategy Business succession planning Cash flow / budgeting Wealth management Founder/Business Owner Executive
user avatar

Chad M

Series 63, Series 65

Tampa, FL

BayTrust Wealth Management, LLC

Chad Mullen is a financial advisor at BayTrust Wealth Management, LLC in Tampa, FL, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including The Vanguard Group, Lincoln Investment, and Advisory Services Network. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life insurance and annuities. BayTrust Wealth Management, LLC provides discretionary investment management and retirement plan advisory services to institutional and pooled clients. The firm combines fundamental and technical analysis to build portfolios focused on long-term growth and downside protection, and it also offers financial planning and educational content for clients and prospects.

Retirement income strategy Equity compensation tax strategy Business succession planning Cash flow / budgeting Wealth management Founder/Business Owner Executive
user avatar

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.

Retirement income strategy Equity compensation tax strategy Business succession planning Cash flow / budgeting Wealth management Founder/Business Owner Executive
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