AdvisorCensus / Financial advisors / Florida / Tampa / Baytrust Wealth Management, LLC
Baytrust Wealth Management, LLC is an SEC-registered investment advisory firm in Tampa, FL, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 29, 2026.
Quick answers
From the filingHow is Baytrust Wealth Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Baytrust Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Baytrust Wealth Management, LLC located?
Baytrust Wealth Management, LLC's principal office is in Tampa, FL, according to its Form ADV.
Is Baytrust Wealth Management, LLC registered with the SEC or a state?
Baytrust Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: 120-Day Approval. CRD 338822.
How much does Baytrust Wealth Management, LLC manage?
Baytrust Wealth Management, LLC reports $97,749,639 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (100% discretionary).
What types of clients does Baytrust Wealth Management, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (194); high net worth individuals (20).
Which custodians does Baytrust Wealth Management, LLC use?
Baytrust Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Baytrust Wealth Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338822
Does Baytrust Wealth Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "BayTrust offers advisory services to individuals, high net worth individuals, trusts, estates, businesses, retirement plans, and pension plans. BayTrust does not require a minimum relationship size."
What changed in Baytrust Wealth Management, LLC's recent Form ADV filings?
In the June 2026 filing data: Registered or notice-filed in CA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
BayTrust offers advisory services to individuals, high net worth individuals, trusts, estates, businesses, retirement plans, and pension plans. BayTrust does not require a minimum relationship size.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$97,749,639 as of October 2026, filing dated May 29, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Also doing business as
- UNITED FINANCIAL GROUP LLC
- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2025 (0 years)
- Employees
- Total: 5. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- June 2026
- Registered or notice-filed in CA.
- April 2026
- Regulatory assets under management went from $0 to $97,749,639.
- February 2026
- Added the business name United Financial Group LLC.
- Registered or notice-filed in IN.
- January 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Baytrust Wealth Management, LLC (CRD 338822): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/baytrust-wealth-management-llc-tampa-fl-338822