| Name | Title | Ownership | Since |
|---|---|---|---|
| Dennis Grubelic Control | Chief Compliance Officer | Under 5% | 2022 |
| John Anthony Beirne Control | Managing Director, Cio And Founding Partner | Under 5% | 2013 |
| John-Oliver Beirne Control | President | Under 5% | 2018 |
Beirne Wealth Consulting Services, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Beirne Wealth Consulting Services, LLC reports 10 employees.
Beirne Wealth Consulting Services, LLC is based in Shelton, CT and has been SEC-registered since 2013.
Beirne Wealth Consulting Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3 Enterprise Drive, Suite 410, Shelton, CT 06484 |
| Phone | 203-701-8606 |
| Fax | 203-701-8607 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $585.8M |
| Non-discretionary | $613.3M |
| Total (RAUM) | $1.2B |