Tampa, FL Office
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BayTrust Wealth Management, LLC
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Firm-wide stats for BayTrust Wealth Management, LLC
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.
Based on BayTrust Wealth Management, LLC
Expertise
Based on BayTrust Wealth Management, LLC
Location
15316 N Florida Ave
Tampa FL 33613
Advisors at this office
3
Advisors at this office
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.
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