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| Keyboard |
| Byrne & Company Wealth Management LLC
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|
|---|---|
| CRD # | 160581 |
| SEC # | 801-123593 |
| CIK # | |
| AUM | 142.9 M (2026-05-18) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 360-338-0645 |
| Address | 611 Columbia Street NW, 2D Olympia, WA 98501 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 42.1 |
| (b) Individuals (high net worth individuals) | 51 | 92.8 |
| (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 | 0 | 0.0 |
| (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 | 1 | 8.0 |
| (n) Other | 0 | 0.0 |
| Total | 438 | 142.9 |
| By Discretionary | ||
| Discretionary | 431 | 135.8 |
| Non-Discretionary | 7 | 7.1 |
| Total | 438 | 142.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.9 | |
| Total | 438 | 142.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 31 |
| Serves | Retail |
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|---|---|---|
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Brett Josey Wealth Management LLC
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Kopion Asset Management LLC
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|
Personalized Financial Solutions LLC
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FL | 142.6 M |
|
Stephen J Garry & Associates LLC
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NY | 142.6 M |
|
Rittmann Capital Management Co
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|
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|
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✚
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TX | 142.4 M |