Beirne Wealth Consulting Services LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Beirne Wealth Consulting Services LLC
CRD #167103
SEC #801-77726
CIK #0001697303
AUM 1,370.8 M (2026-03-30)
Employees 9 (56% Investors, 0% Brokers)
Phone203-701-8606
Address3 Enterprise Drive
Shelton, CT 06484
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($B)
3.02.41.81.20.60.02010201520212027
Sector Form 13F Holdings Value ($M)
Apple Inc 4.7
Microsoft Corp 4.1
Cameco Corp 3.1
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
60048036024012002017202020232027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 314 0.1
(b) Individuals (high net worth individuals) 74 0.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 28 1.1
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 9 0.1
(n) Other 0 0.0
Total 1,222 1.4
By Discretionary
Discretionary 1,199 0.7
Non-Discretionary 23 0.7
Total 1,222 1.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.4
Total 1,222 1.4
EDGAR Form CIK 2011 - 2026
13F-HR [0001697303]
Firm Profile (Form ADV)
Discretionary AUM$0.4B
ServesInstitutional, Retail
Comparable Firms State AUM
Neumeier Poma Investment Counsel LLC
CA 1,374.9 M
LJI Wealth Management LLC
IN 1,373.7 M
The Planning Center Inc
IL 1,371.9 M
Affiance Financial LLC
MN 1,371.8 M
Next Level Private LLC
NY 1,370.0 M
Meridian Wealth Partners LLC
PA 1,369.0 M
Diaphanum Americas LLC
1,368.3 M
Aegis Financial Corporation
VA 1,367.5 M
Asset Risk Consultants UK Limited
1,367.0 M
Capital Advisors Ltd LLC
OH 1,366.8 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com