BYRNE & COMPANY WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2022

Total AUM

$143M

Discretionary

$136M

95% of AUM

Avg account

$326K

Accounts

438

Employees

Advisory reps

Firm details

Headquarters: OLYMPIA, Washington
CRD number: 160581
Registered since: April 1, 2022
Website: byrnewm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI64.95%
Individuals29.47%
Corporations / Businesses5.58%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Byrne & Company Wealth Management, LLC is an independent registered investment advisor organized as an LLC and SEC-registered in 2022. The firm is individually owned and serves both high-net-worth individuals and families as well as some institutional clients. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and also offers hourly billing for certain advisory services. Byrne & Company does not identify as an active ESG investor, is not structured as a capital allocator, and does not act as a pension consultant or a multi-state adviser per its filings.