RIA Intel›Advisers›Connecticut›BEIRNE WEALTH CONSULTING, LLC

BEIRNE WEALTH CONSULTING, LLC

Advisory

N·MILFORD, CT

Data as of Nov 29, 2012 · Source: SEC Form ADV

Total AUM

$396M

1-Year AUM Growth

-71.9%

3-Year CAGR

-9.6%

Employees

9

Assets Under Management

Total AUM$396M

Discretionary AUM$396M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees9

Investment Advisers9

Employee Growth (1Y)—

Filing History

Total Filings on Record5

First FilingJan 6, 2012

Latest FilingNov 29, 2012

🔒 Full AUM trend chart and 5 historical filings spanning 1 year

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BEIRNE WEALTH CONSULTING, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.