BEIRNE.

BEIRNE WEALTH CONSULTING SERVICES, LLC

CRD 167103 · SEC 801-77726

3 ENTERPRISE DRIVE, SUITE 410, SHELTON, CT, 06484, United States

Phone

203-701-8606

Fax

203-701-8607

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.37B

Discretionary AUM

$676.6M

Team

9 total employees; 5 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Type	Clients	AUM
Individuals	314	$68.8M
High net worth individuals	74	$167.0M
State/municipal entities	28	$1.07B
Corporations/business entities	9	$62.8M

CA, NJ, NY, PA, TX, CT, FL

Official SEC filing: View on IAPD