Bayntree Wealth Advisors, LLC

Bayntree Wealth Advisors, LLC (CRD# 226708) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $181,312,837 in 1,019 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
7001 North Scottsdale Road, Suite 2055, Scottsdale, AZ 85253
https://twitter.com/bayntree
By the Numbers
  • Total Assets Under Management
    181
    MILLION
  • Total Number of Accounts
    1,019
    ACCOUNTS
  • Average Account Value
    $177,932
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NM, OH, TX, VA

Financial Advisors at Bayntree Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jonathan Gengle, financial advisor Scottsdale AZ
Jonathan M. Gengle
CRD#: 6717200
7001 North Scottsdale Road, Suite 2055, Scottsdale, AZ 85253

Jonathan Gengle (CRD# 6717200) is an Investment Advisor Representative working at Bayntree Wealth Advisors, LLC in Scottsdale, AZ and has over 7 years of experience in the finance industry.

2
Brian Hartstein, financial advisor Scottsdale AZ
Brian D. Hartstein
CRD#: 2496816
7001 North Scottsdale Road, Suite 2055, Scottsdale, AZ 85253

Brian Hartstein (CRD# 2496816) is an Investment Advisor Representative working at Bayntree Wealth Advisors, LLC in Scottsdale, AZ and has over 29 years of experience in the finance industry.

3
Andrew Rafal, financial advisor Scottsdale AZ
Andrew S. Rafal
CRD#: 5602416
7001 North Scottsdale Road, Suite 2055, Scottsdale, AZ 85253

Andrew Rafal (CRD# 5602416) is an Investment Advisor Representative working at Bayntree Wealth Advisors, LLC in Scottsdale, AZ and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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