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

BEIRNE WEALTH CONSULTING SERVICES, LLC

Advisory

N·SHELTON, CT

Data as of Jul 2, 2026 · Source: SEC Form ADV

Total AUM

$2.3B

1-Year AUM Growth

+5.6%

3-Year CAGR

-18.3%

Employees

5

Assets Under Management

Total AUM$2.3B

Discretionary AUM$677M

Non-Discretionary AUM$1.6B

Discretionary %29.9%

Total Clients405

Team

Total Employees5

Investment Advisers9

Employee Growth (1Y)-45.5%

Filing History

Total Filings on Record39

First FilingMar 4, 2013

Latest FilingJul 2, 2026

🔒 Full AUM trend chart and 39 historical filings spanning 13+ years

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 SERVICES, LLC

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