BYRNE & COMPANY WEALTH MANAGEMENT, LLC
CRD #160581 SEC #801-123593 OLYMPIA, WA 360-338-0645
SEC Registered
Total AUM
$124.7M
Discretionary
$122.8M
Employees
2
Clients
101
Accounts
427
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $124.7M | $122.8M | $1.9M | 2 | 44 |
| Mar 2024 | $114.5M | $112.9M | $1.6M | 2 | 50 |
| Jan 2023 | $108.6M | $101.7M | $6.9M | 2 | 23 |
| Apr 2022 | $106.2M | $98.8M | $7.4M | 2 | 27 |
| Apr 2022 | $106.2M | $98.8M | $7.4M | 2 | 27 |
| Mar 2022 | $106.2M | $98.8M | $7.4M | 2 | 27 |
DateFeb 2025
Total AUM$124.7M
Discretionary$122.8M
Non-Disc.$1.9M
Employees2
Clients44
DateMar 2024
Total AUM$114.5M
Discretionary$112.9M
Non-Disc.$1.6M
Employees2
Clients50
DateJan 2023
Total AUM$108.6M
Discretionary$101.7M
Non-Disc.$6.9M
Employees2
Clients23
DateApr 2022
Total AUM$106.2M
Discretionary$98.8M
Non-Disc.$7.4M
Employees2
Clients27
DateApr 2022
Total AUM$106.2M
Discretionary$98.8M
Non-Disc.$7.4M
Employees2
Clients27
DateMar 2022
Total AUM$106.2M
Discretionary$98.8M
Non-Disc.$7.4M
Employees2
Clients27