Byrne & Company Wealth Management, LLC
Byrne & Company Wealth Management, LLC is an SEC-registered wealth manager in Olympia, WA with $142.9M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Byrne & Company Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 160581, SEC 801-123593, data through 2026-05-18.
- AUM (assets under management / regulatory AUM)
- $142.9M (2026-05-18)
- Firm type
- Wealth Manager
- Location
- Olympia, WA
- Employees
- 2
- Clients
- 137
- CRD
- 160581
- Ownership
- BYRNE, KEVIN, M
How much AUM does Byrne & Company Wealth Management, LLC have?
Byrne & Company Wealth Management, LLC reported $142.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-18).
Who owns Byrne & Company Wealth Management, LLC?
Disclosed owners and executives of Byrne & Company Wealth Management, LLC include BYRNE, KEVIN, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.