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M.C. BYRD WEALTH MANAGEMENT, LLC
CRD 151070 · SEC 801-80970
18 N. HARRIS STREET, BELLVILLE, TX, 77418, United States
Phone
979-865-0660
Fax
979-865-0688
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$294.2M
Discretionary AUM
$236.1M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 481 | $113.8M |
| High net worth individuals | 53 | $115.5M |
| Pension/profit sharing plans | 19 | $56.0M |
| Corporations/business entities | 4 | $8.9M |
States served
CA, CO, LA, OH, OK, TX, FL
All web addresses on file
Official SEC filing: View on IAPD