{"url":"https://nivawealth.com/firms/byrne-and-company-wealth-management-160581","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/160581","regulatoryAum":142935403,"crd":"160581","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3220588","suffix":null,"lastName":"BYRNE","firstName":"KEVIN","middleName":"M"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-04-19","regulatoryAum":106223681,"clients":137,"employees":2,"offices":1},{"filedOn":"2023-01-25","regulatoryAum":108648872,"clients":133,"employees":2,"offices":1},{"filedOn":"2024-03-26","regulatoryAum":114484380,"clients":138,"employees":2,"offices":1},{"filedOn":"2025-02-18","regulatoryAum":124698837,"clients":139,"employees":2,"offices":1},{"filedOn":"2026-05-18","regulatoryAum":142935403,"clients":137,"employees":2,"offices":1}],"secFileNumber":"801-123593","legalName":"Byrne & 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hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023627","versionId":1023627,"submittedOn":"2026-03-23","documentName":"BYRNE & COMPANY WEALTH MANAGEMENT, LLC ADV PART 2A 01.24.2025"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T14:28:31.621036+00:00","documents":[{"name":"BYRNE & COMPANY WEALTH MANAGEMENT, LLC ADV PART 2A 01.24.2025","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023627","versionId":1023627,"submittedOn":"2026-03-23"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":139011095}],"custodyNote":"Byrne & Company Wealth Management has custody of $832K in client assets for 112 clients.","otherCustodians":[],"leadership":[{"name":"Kevin Byrne","title":"Managing Member and Chief Compliance 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investment companies or business development companies","percent":38},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"18 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/160581/PDF/160581.pdf","brochureDate":"23 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023627","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Byrne & Company Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Byrne & Company Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Byrne & Company Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Byrne & Company Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Byrne & Company Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Byrne & Company Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Byrne & Company Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Byrne & Company Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 18 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}