RIA Intel›Advisers›Minnesota›BIRATH WEALTH MANAGEMENT, LLC

BIRATH WEALTH MANAGEMENT, LLC

Advisory

MARSHALL, MN

Data as of Jun 29, 2026 · Source: SEC Form ADV

Rank in MN

#401

of 511 advisers by AUM

Average account

$306K

across 327 accounts

AUM per adviser

$50M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 29, 2026.

Total AUM

$100M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$100M

Discretionary AUM$100M

Non-Discretionary AUM$319K

Discretionary %99.7%

Total Clients116

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN, SD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

116 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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