M.c. Byrd Wealth Management, LLC
M.c. Byrd Wealth Management, LLC is an SEC-registered mass-market adviser in Bellville, TX with $294.2M assets under management (AUM, regulatory AUM), +7% over one year. See who owns M.c. Byrd Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151070, SEC 801-80970, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $294.2M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Bellville, TX
- Employees
- 5
- Clients
- 557
- CRD
- 151070
- Ownership
- BYRD, MONTE, CRAIG; BYRD, CALEB, GRUBBS; BYRD, CATHY, JEAN
How much AUM does M.c. Byrd Wealth Management, LLC have?
M.c. Byrd Wealth Management, LLC reported $294.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns M.c. Byrd Wealth Management, LLC?
Disclosed owners and executives of M.c. Byrd Wealth Management, LLC include BYRD, MONTE, CRAIG, BYRD, CALEB, GRUBBS, BYRD, CATHY, JEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.