Byrne & Company Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
Byrne & Company Wealth Management reports 137 clients. They include 85 individual clients, 51 high-net-worth individuals and 1 corporate or other business client. Of its assets, 95.0% ($136M across 431 accounts) are managed with discretion; $7.09M across 7 accounts are not. It advised 31 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 29% |
| High-net-worth individuals | 37% | 65% |
| Corporations and other businesses | <1% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 85 | $42.1M | 29.5% | $496K |
| High-net-worth individuals | 51 | $92.8M | 64.9% | $1.82M |
| Corporations and other businesses | Fewer than 5 | $7.98M | 5.6% | $7.98M |
| Total | 137 | $143M | 100% | — |
- Clients
- 85
- Regulatory AUM
- $42.1M
- AUM share
- 29.5%
- Avg. per client
- $496K
- Clients
- 51
- Regulatory AUM
- $92.8M
- AUM share
- 64.9%
- Avg. per client
- $1.82M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.98M
- AUM share
- 5.6%
- Avg. per client
- $7.98M
Total
- Clients
- 137
- Regulatory AUM
- $143M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 31
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Byrne & Company Wealth Management is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Hourly Planning and Investment Consulting
- Hourly planning and investment consulting is charged a non-negotiable rate of $325 an hour.
Kevin Byrne owns 75% or more of Byrne & Company Wealth Management. The leadership team of Byrne & Company Wealth Management includes Chief Compliance Officer Kevin Byrne. It has 2 employees, 1 of them in advisory roles.
Leadership
Kevin ByrneManaging Member and Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Byrne & Company Wealth Management, LLC
Kevin Byrne
Control person · since January 2012
Byrne & Company Wealth Management’s regulatory assets grew from $106M (April 2022) to $143M (May 2026); clients were 137 in both filings and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $143M | 137 | 2 | 1 |
| February 2025 | $125M | 139 | 2 | 1 |
| March 2024 | $114M | 138 | 2 | 1 |
| January 2023 | $109M | 133 | 2 | 1 |
| April 2022 | $106M | 137 | 2 | 1 |
Besides its headquarters, Byrne & Company Wealth Management has 0 offices, with 1 listed address in Washington.
Washington · 1 listed address
- 611 Columbia Street NW, #2D, OlympiaHQ
Contact and registration details
- Legal name
- Byrne & Company Wealth Management, LLC
- Headquarters
- 611 Columbia Street NW, #2D, Olympia, WA 98501
- Website
- byrnewm.com
- Phone
- 360-338-0645
- SEC file
- 801-123593
- Structure
- Washington LLC
- Fiscal year end
- December
Byrne & Company Wealth Management uses Charles Schwab ($139M) as custodian for its separately managed accounts. Byrne & Company Wealth Management has custody of $832K in client assets for 112 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $139M100%
At year end, Byrne & Company Wealth Management’s separately managed accounts were largely in stocks (43%) and funds (38%).
What the accounts hold
- Stocks43%
- Funds38%
- Bonds14%
- Cash5%
How many clients does Byrne & Company Wealth Management have?
Byrne & Company Wealth Management has 137 clients and manages $143 million for them, as of May 2026. They include 85 individual clients, 51 high-net-worth individuals and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 May 2026
What services does Byrne & Company Wealth Management offer?
Byrne & Company Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Byrne & Company Wealth Management use?
Byrne & Company Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $139M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 May 2026
How many financial advisors does Byrne & Company Wealth Management have?
Byrne & Company Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Byrne & Company Wealth Management invest in?
At the end of its last fiscal year, Byrne & Company Wealth Management’s separately managed accounts held 43% exchange-traded equities, 38% registered funds (mutual funds, ETFs, BDCs), 14% U.S. government and agency bonds and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Byrne & Company Wealth Management?
Byrne & Company Wealth Management’s direct owner is Kevin Byrne (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 May 2026
How does Byrne & Company Wealth Management get paid?
Byrne & Company Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Byrne & Company Wealth Management?
Byrne & Company Wealth Management’s main office is at 611 Columbia Street NW, #2D, Olympia, WA 98501. Its phone number is 360-338-0645. Its website is byrnewm.com.