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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

BAYTRUST WEALTH MANAGEMENT, LLC

CRD 338822

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a072c924-44e5-7fc7-81a7-b094052c8be0

Data as of May 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Dec 17, 2025 to May 29, 2026
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $97.7MItem 5.F on the latest filing (2026-05-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $97.7M
Private client RAUM: $97.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $24.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 299
Individual clients: 194
High net worth clients: 20
Custody, client assets: $22.7M
SEC number: 801-134584
CRD: 338822
Filings on the tape: 4
First filed: Dec 17, 2025
Latest filed: May 29, 2026
Organised: Limited Liability Company, FL
Website: baytrust.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
CHRISTOPHER DAVID DREW	n/a	TAMPA, FL	19	4	no
Nolan Christopher Hudi	n/a	TAMPA, FL	12	1	no
Chad Ryan Mullen	n/a	TAMPA, FL	11	3	no
MARK KELLY KISSELL	n/a	NORTH MANCHESTER,, IN	26	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BAYTRUST FINANCIAL, INC.	OWNER COMPLIANCE OFFICER	E	yes	09/2025	May 29, 2026	May 29, 2026
Meek, Tyler, Scott	CHIEF OPERATING OFFICER	Na	no	12/2025	May 29, 2026	May 29, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 1 of 2

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$97.7M	$97.7M	5	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	1	3	25.0%	0	0	0	4	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$97.7M	n/a	n/a	n/a	n/a	5	n/a	0	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ADVISORY SERVICES NETWORK	3	Dec 31, 2025	Jan 21, 2026	TAMPA, FL	Team lift out	RIA to new firm	1.3%

Relationships

Owns (1)

← Meek, Tyler, ScottOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
May 29, 2026 to presentfactForm ADV

Controls (1)

← BAYTRUST FINANCIAL, INC.OwnerOWNER COMPLIANCE OFFICER, ownership code E, domestic entity
May 29, 2026 to presentfactForm ADV

Registered with (5)

← MARK KELLY KISSELLAdvisorregistration: current employment
Jan 21, 2026 to presentfactForm ADV
← Chad Ryan MullenAdvisorregistration: current employment
Jan 12, 2026 to presentfactForm ADV
← Nolan Christopher HudiAdvisorregistration: current employment
Jan 8, 2026 to presentfactForm ADV
← CHRISTOPHER DAVID DREWAdvisorregistration: current employment
Dec 23, 2025 to presentfactForm ADV
← JESSE Alexander BROWNFIELDAdvisorregistration: previous registration
Jan 8, 2026 to Mar 12, 2026factForm ADV

Moved with (1)

← ADVISORY SERVICES NETWORKRegistered adviser3 advisors, team lift out, same day
Dec 31, 2025 to Jan 21, 2026factForm ADV

Dated events

Occurred
Mar 12, 2026
Advisor changed firm
Jesse Alexander Brownfield left Baytrust Wealth Management, Llc for Sequent Planning, Llc (registered 2026-04-23)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Team lift-out
3 advisors left Advisory Services Network (Tampa, FL) for Baytrust Wealth Management, LLC on the same day
Form ADVobserved 3 days ago
3 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a072c924-44e5-7fc7-81a7-b094052c8be0
First observed: Dec 17, 2025
Last observed: May 29, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BAYTRUST WEALTH MANAGEMENT, LLC

CRD 338822

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a072c924-44e5-7fc7-81a7-b094052c8be0

Data as of May 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:15 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHRISTOPHER DAVID DREW

n/a

TAMPA, FL

Nolan Christopher Hudi

n/a

TAMPA, FL

Chad Ryan Mullen

n/a

TAMPA, FL

MARK KELLY KISSELL

n/a

NORTH MANCHESTER,, IN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAYTRUST FINANCIAL, INC.

OWNER COMPLIANCE OFFICER

yes

09/2025

May 29, 2026

Meek, Tyler, Scott

CHIEF OPERATING OFFICER

12/2025

May 29, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$97.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

25.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$97.7M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ADVISORY SERVICES NETWORK

Dec 31, 2025

Jan 21, 2026

TAMPA, FL

Team lift out

RIA to new firm

1.3%