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BYRNE & COMPANY WEALTH MANAGEMENT, LLC
CRD 160581 · SEC 801-123593
611 COLUMBIA STREET NW, #2D, OLYMPIA, WA, 98501, United States
Phone
360-338-0645
Fax
360-350-1262
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$142.9M
Discretionary AUM
$135.8M
Team
2 total employees; 1 advisory reps; 31 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $42.1M |
| High net worth individuals | 51 | $92.8M |
| Corporations/business entities | 1 | $8.0M |
States served
WA, TX
All web addresses on file
- HTTP://WWW.BYRNEWM.COM
- HTTP://WWW.FACEBOOK.COM/BYRNEWM
- HTTP://WWW.LINKEDIN.COM/COMPANY/BYRNE-&-COMPANY-WEALTH-MANAGEMENT-LLC/
- https://www.feeonlynetwork.com/financial-advisor/kevin-byrne/#:~:text=Kevin%20Byrne%20is%20a%20fee,their%20assets%20through%20li
- https://www.plannersearch.org/financial-advisor/kevin-m-byrne-wa
- https://www.napfa.org/member/28095/7361
Official SEC filing: View on IAPD