Bayntree Wealth Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 226708
- SEC number
- 801-121867
- Firm type
- RIA
- Assets under management
- $241.1M as of Apr 20, 2026
- Website
- www.youtube.com/BayntreeWealthAdvisors ↗
- Phone
- 480.494.2750
- Address
- 7001 North Scottsdale Road, Scottsdale, AZ, 85253
Advisors at this firm
6 in our index · page 1 of 1
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Ezra Max AlpertCRD 8043655 · Scottsdale, AZIA Registered
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Jonathan William BrantCRD 6707670 · Scottsdale, AZIA RegisteredRegistration inactive
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Jonathan Michael GengleCRD 6717200 · Scottsdale, AZIA Registered
-
Brian David HartsteinCRD 2496816 · Scottsdale, AZIA Registered
-
Andrue JorgensenCRD 7252844 · Scottsdale, AZIA RegisteredRegistration inactive
-
Andrew Scott RafalCRD 5602416 · Scottsdale, AZIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 226708 ↗
FINRA BrokerCheck record for firm CRD 226708 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.