Overview
Assets Under Management: $143 million
Headquarters: OLYMPIA, WA
High-Net-Worth Clients: 51
Average Client Assets: $1.8 million
Frequently Asked Questions
BYRNE & COMPANY WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #160581), BYRNE & COMPANY WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BYRNE & COMPANY WEALTH MANAGEMENT, LLC is headquartered in OLYMPIA, WA.
BYRNE & COMPANY WEALTH MANAGEMENT, LLC serves 51 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, BYRNE & COMPANY WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BYRNE & COMPANY WEALTH MANAGEMENT, LLC manages $143 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, BYRNE & COMPANY WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.95%
Average Client Assets: $1.8 million
Total Client Accounts: 438
Discretionary Accounts: 431
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 160581
Filing ID: 2074661
Last Filing Date: 2026-03-23 13:29:33