DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Baytrust Wealth Management, LLC

Independent wealth managerTampa, FloridaCRD 338822SEC 801-134584websiteIAPD
Latest filing May 29, 2026
First filing on the tape Dec 17, 2025 · 4 filings
SEC status 120-day approval since Dec 16, 2025
RAUM
$97.7M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$97.7M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$24.4M
derived; firm RAUM over IAPD count
Employees
5
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$97.7M as of May 29, 2026
Dec 17, 2025$0 then
HNW client RAUM$51.9M as of May 29, 2026
Dec 17, 2025$0 then
State-registered IARs (5.B.3)1 as of May 29, 2026
Dec 17, 20251 then
Employees (5.A)5 as of May 29, 2026
Dec 17, 20255 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of May 29, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
RAUM per advisor
$24.4MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
54derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.6MderivedHNW RAUM over HNW clients
Average account
$326,922derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.3derivedItem 5.A over advisors
Advisors per office
4.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisers, educational seminarsreportedItem 5.G
Custody
$22.7M, 38 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$51.9M53%
  • Individuals$45.8M47%
Individual clients
194reported
HNW clients
20reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
299reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
$22.7M for 38 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Christopher David DrewTampa, FlDec 23, 202519 y4
Nolan Christopher HudiTampa, FlJan 8, 202612 y1
Chad Ryan MullenTampa, FlJan 12, 202611 y3
Mark Kelly KissellNorth Manchester,, InJan 21, 202626 y4
Advisor movement
1 left, 4 joined in 12 months
net +3 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 25% of current headcount1 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Scott Tyler Meek · Chief Operating Officer
      since 12/2025 · owns less than 5%
    Entity owners
    • Baytrust Financial, Inc. · Owner Compliance Officer
      direct · owns 75% or more
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Tampa, Fl · principal331
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 0 to 299
      Jan 25, 2026 to Mar 31, 2026
    • HNW clients · 0 to 20
      Jan 25, 2026 to Mar 31, 2026
    • Individual clients · 0 to 194
      Jan 25, 2026 to Mar 31, 2026
    • Assets in custody · unset to 22741217.0
      Jan 25, 2026 to Mar 31, 2026
    • Custody of client assets · false to true
      Jan 25, 2026 to Mar 31, 2026
    • Discretionary RAUM · $0 to $97.7M
      Jan 25, 2026 to Mar 31, 2026
    • HNW RAUM · $0 to $51.9M
      Jan 25, 2026 to Mar 31, 2026
    • Individual RAUM · $0 to $45.8M
      Jan 25, 2026 to Mar 31, 2026
    • RAUM · $0 to $97.7M
      Jan 25, 2026 to Mar 31, 2026
    Signals
    2 dated events
    • Jesse Alexander Brownfield left Baytrust Wealth Management, Llc for Sequent Planning, Llc (registered 2026-04-23)
      Mar 12, 2026 · Advisor changed firm · fact
    • 3 advisors left Advisory Services Network (Tampa, FL) for Baytrust Wealth Management, LLC on the same day
      Dec 31, 2025 · Team lift-out · derived
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business phone
    813-820-0069reportedpublished by the firm, firm site, Sep 16, 2026
    Business phone
    833-373-9227reportedpublished by the firm, firm site, Sep 16, 2026
    Website
    baytrust.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    813-820-0069reportedpublic record, Form ADV, May 29, 2026
    Contact form
    baytrust.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
    Team page
    baytrust.com/our-teamreportedpublished by the firm, firm site, Sep 16, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $24.4Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026