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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BYRNE, KEVIN, M | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BYRNE, KEVIN, M | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BYRNE, KEVIN, M | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BYRNE, KEVIN, M | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BYRNE, KEVIN, M | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BYRNE, KEVIN, M | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 18, 2025 REGISTERED
Notice Filings (2)
TX WA
Address
611 COLUMBIA STREET NW, #2DOLYMPIA, WA 98501
United States
Phone: 360-338-0645