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Byrne & Company Wealth Management, LLC

● SEC registered since 2022CRD 160581SEC# 801-123593Olympia, WA
Export (members)
Reg. AUM
$124.7M
Employees
2
Accounts
427
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 $124.7 million in regulatory assets under management and employs 2 people.

Byrne & Company Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Kevin M Byrne ControlManaging Member And Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Byrne & Company Wealth Management, LLC manage?

Byrne & Company Wealth Management, LLC reports $124.7 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

Address611 Columbia Street NW, #2d, Olympia, WA 98501
Phone360-338-0645
Fax360-350-1262
Office hours8:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$122.8M
Non-discretionary$1.9M
Total (RAUM)$124.7M