RIA Intel›Advisers›Washington›BYRNE & COMPANY WEALTH MANAGEMENT, LLC

BYRNE & COMPANY WEALTH MANAGEMENT, LLC

Advisory

N·OLYMPIA, WA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM
$143M
1-Year AUM Growth
+5.4%
3-Year CAGR
+1.7%
Employees
1
Assets Under Management
Total AUM$143M
Discretionary AUM$136M
Non-Discretionary AUM$7M
Discretionary %95%
Total Clients139
Team
Total Employees1
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record5
First FilingMar 2, 2022
Latest FilingMar 23, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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