Byrne & Company Wealth Management, LLC
● SEC registered since 2022CRD 160581SEC# 801-123593Olympia, WA
Reg. AUM
$142.9M
Employees
2
Accounts
438
Location
Olympia, WA
Byrne & Company Wealth Management, LLC assets under management
Byrne & Company Wealth Management, LLC is an investment advisory firm registered with the SEC based in Olympia, WA. The firm has been registered since 2022. It reports $142.9 million in regulatory assets under management and employs 2 people.
Byrne & Company Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin M Byrne Control | Managing Member And Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Byrne & Company Wealth Management, LLC manage?
Byrne & Company Wealth Management, LLC reports $142.9 million in regulatory assets under management on its Form ADV.
How many employees does Byrne & Company Wealth Management, LLC have?
Byrne & Company Wealth Management, LLC reports 2 employees.
Where is Byrne & Company Wealth Management, LLC located?
Byrne & Company Wealth Management, LLC is based in Olympia, WA and has been SEC-registered since 2022.
Does Byrne & Company Wealth Management, LLC disclose fund performance?
Byrne & Company Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 611 Columbia Street NW, #2d, Olympia, WA 98501 |
| Phone | 360-338-0645 |
| Fax | 360-350-1262 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$142.9M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$142.9Mregulatory AUM
Discretionary $135.8MNon-discretionary $7.1M