BAYNTREE WEALTH ADVISORS, LLC
CRD #226708 SEC #801-121867 SCOTTSDALE, AZ 480.494.2750
SEC Registered
Total AUM
$191.7M
Discretionary
$181.6M
Employees
11
Clients
10
Accounts
1,022
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $191.7M | $181.6M | $10.1M | 11 | 0 |
| Mar 2025 | $191.7M | $181.6M | $10.1M | 11 | 0 |
| Nov 2024 | $181.3M | $174M | $7.3M | 11 | 0 |
| Jun 2024 | $181.3M | $174M | $7.3M | 11 | 0 |
| Mar 2024 | $181.3M | $174M | $7.3M | 11 | 0 |
| Sep 2023 | $171.1M | $167.2M | $3.9M | 11 | 0 |
| Apr 2023 | $171.1M | $167.2M | $3.9M | 11 | 0 |
| Mar 2023 | $171.1M | $167.2M | $3.9M | 11 | 0 |
| Jun 2022 | $170.5M | $166.7M | $3.7M | 10 | 30 |
| Mar 2022 | $170.5M | $166.7M | $3.7M | 10 | 30 |
| Aug 2021 | $128.6M | $125.4M | $3.2M | 11 | 0 |
| Jun 2021 | $128.6M | $125.4M | $3.2M | 10 | 0 |
DateAug 2025
Total AUM$191.7M
Discretionary$181.6M
Non-Disc.$10.1M
Employees11
Clients0
DateMar 2025
Total AUM$191.7M
Discretionary$181.6M
Non-Disc.$10.1M
Employees11
Clients0
DateNov 2024
Total AUM$181.3M
Discretionary$174M
Non-Disc.$7.3M
Employees11
Clients0
DateJun 2024
Total AUM$181.3M
Discretionary$174M
Non-Disc.$7.3M
Employees11
Clients0
DateMar 2024
Total AUM$181.3M
Discretionary$174M
Non-Disc.$7.3M
Employees11
Clients0
DateSep 2023
Total AUM$171.1M
Discretionary$167.2M
Non-Disc.$3.9M
Employees11
Clients0
DateApr 2023
Total AUM$171.1M
Discretionary$167.2M
Non-Disc.$3.9M
Employees11
Clients0
DateMar 2023
Total AUM$171.1M
Discretionary$167.2M
Non-Disc.$3.9M
Employees11
Clients0
DateJun 2022
Total AUM$170.5M
Discretionary$166.7M
Non-Disc.$3.7M
Employees10
Clients30
DateMar 2022
Total AUM$170.5M
Discretionary$166.7M
Non-Disc.$3.7M
Employees10
Clients30
DateAug 2021
Total AUM$128.6M
Discretionary$125.4M
Non-Disc.$3.2M
Employees11
Clients0
DateJun 2021
Total AUM$128.6M
Discretionary$125.4M
Non-Disc.$3.2M
Employees10
Clients0