A complete list of active advisors currently associated with BayTrust Wealth Management, LLC
Warmer can help you find a great advisor at BayTrust Wealth Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at BayTrust Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tampa, FL
| 10
| |
Tampa, FL
| 1
| |
North Manchester,, IN
| 15
| |
Tampa, FL
| 5
|
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