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Building 2BAYTRUST WEALTH MANAGEMENT, LLC

Map pinTAMPA, FL
Phone813-820-0069
NotebookSEC #801-134584
Total AUM
$97.7M
Employees
5
Clients
214

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15316 N FLORIDA AVE
TAMPA
FL 33613
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
813-820-0069

ReceiptFinancials

Total AUM
$97.7M
Accounts
299
Discretionary
$97.7M
Accounts
299
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
194
AUM
$45.8M
HNW Individual Clients
20
AUM
$51.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLIN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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