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| Happy Holidays!! thanks for using AUM13F!! |
| Beirne Wealth Consulting Services LLC
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| CRD # | 167103 |
| SEC # | 801-77726 |
| CIK # | 0001697303 |
| AUM | $1.2 B (2025-03-25) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 203-701-8606 |
| Address | 3 Enterprise Drive Shelton, CT 06484 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001697303 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 4.6 | ||
| Apple Inc | 3.5 | ||
| Apollo Global Management Inc | 2.4 | ||
| Cameco Corp | 2.3 | ||
| Amazon Com Inc | 2.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 309 | 0.1 |
| (b) Individuals (high net worth individuals) | 61 | 0.1 |
| (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 | 27 | 0.9 |
| (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 | 8 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,153 | 1.2 |
| By Discretionary | ||
| Discretionary | 1,129 | 0.6 |
| Non-Discretionary | 24 | 0.6 |
| Total | 1,153 | 1.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.2 | |
| Total | 1,153 | 1.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001697303] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Verity and Verity LLC
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|
SC | 1.2 |
|
Valley Wealth Strategies LLC
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|
CA | 1.2 |
|
SBK Financial Inc
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|
VA | 1.2 |
|
Tribridge Partners Financial LLC
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|
MD | 1.2 |
|
Fusion Family Wealth LLC
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|
NY | 1.2 |
|
Forge Financial Services LLC
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|
OK | 1.2 |
|
Sanderson Wealth Management LLC
✚
|
NY | 1.2 |
|
CWS Financial Advisors LLC
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|
MI | 1.2 |
|
Folger Nolan Fleming Douglas Capital Management Inc
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|
DC | 1.2 |
|
Hazlett Burt & Watson Inc
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|
WV | 1.2 |