Byrne & Company Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Olympia, WA. Its latest Form ADV filing, dated March 23, 2026, reports $143M in regulatory assets under management, 2 employees, and 438 accounts.
Assets Under Management
$143M
Employees
2
Offices
--
Total Clients
137
Primary office
OLYMPIA, WA
611 COLUMBIA STREET NW, #2D, OLYMPIA, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.0% of total clients.
Top client categories% of clientsClients
1
Individuals
62.0%
85
2
HNWI
37.2%
51
3
Corporations
0.7%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$143Mas of March 23, 2026
Discretionary95.0%
$136M
95% of total RAUM95.0%
Non-discretionary5.0%
$7M
5% of total RAUM5.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$143M
Total Accounts438
10Y AUM Change+$37M (+34.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee69:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.