BIRATH WEALTH MANAGEMENT, LLC

Overview

Birath Wealth Management, LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and bills for advisory services on a percentage-of-assets basis. Core advisory offerings include financial planning, discretionary portfolio management for individuals and small businesses, and the selection or allocation to outside managers. Birath identifies itself as a capital allocator — it uses third-party managers as part of its solution set — and does not describe itself as an active ESG investor or a multi-state adviser. It is not positioned as a pension consultant or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives