Bayntree Wealth Advisors, LLC
SCOTTSDALE, AZ · CIK 2138457 · 13F filing filed 2026-07-30
SEC-registered investment adviser since 2021 · limited liability company
- Assets managed$241.1m
- Staff13 · 6 in investment roles
- Main clients (by assets)High net worth individuals 59%, Individuals 41%
- Form ADV · 2026-04-20SEC adviser record
- Kindwealth
- Others nearbyParadise Valley, AZ, Peoria, AZ, Tucson, AZ, Avondale, AZ
As an employer
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Scottsdale, AZ (main office)United States | about 6 |
| Avondale, AZUnited States | |
| Oro Valley, AZUnited States | |
| Peoria, AZUnited States | |
| Tucson, AZUnited States |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.
For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.