LP Profile

Bayntree Wealth Advisors

Also known as bayntree wealth

Wealth ManagerScottsdale, United StatesFounded 2015
$241M
Assets Under Management
Scottsdale
Headquarters
Investment Focus

About Bayntree Wealth Advisors

Bayntree Wealth Advisors is a financial planning and retirement advisory firm based in Scottsdale, Arizona, founded in 2015 and managing roughly $241 million. It provides tailored retirement planning and investment strategies, helping clients build a financial plan, create reliable retirement income and prepare for retirement. The firm serves clients in Scottsdale, the Phoenix metro area and across Arizona, as well as individuals and families nationwide. Its site organizes information by the groups it helps, its services and educational resources, and it offers a client login and the option to speak with an advisor.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Bayntree Wealth Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$241.1M
Total Clients
1,208
Filing Date
April 20, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Bayntree Wealth Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Bayntree Wealth Advisors?

Bayntree Wealth Advisors is a wealth manager based in Scottsdale, United States, managing approximately $241M in assets.

Where is Bayntree Wealth Advisors headquartered?

Bayntree Wealth Advisors is headquartered in Scottsdale, United States.

How much does Bayntree Wealth Advisors manage?

Bayntree Wealth Advisors manages approximately $241M in assets under management.

When was Bayntree Wealth Advisors founded?

Bayntree Wealth Advisors was founded in 2015.

How can I contact Bayntree Wealth Advisors?

Verified contact details, key decision-makers, and investment preferences for Bayntree Wealth Advisors are available on LPbacked. Create a free account to access them.