BEIRNE WEALTH CONSULTING SERVICES, LLC
Legal name: BEIRNE.
CRD #167103 SEC #801-77726 SHELTON, CT 203-701-8606
SEC Registered
Total AUM
$1.2B
Discretionary
$585.8M
Employees
10
Clients
11
Accounts
1,153
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.2B | $585.8M | $613.3M | 10 | 0 |
| Mar 2025 | $1.2B | $585.8M | $613.3M | 10 | 0 |
| Mar 2024 | $1.1B | $453.4M | $681.9M | 10 | 0 |
| Aug 2023 | $1.9B | $545.9M | $1.4B | 11 | 0 |
| Mar 2023 | $1.9B | $545.9M | $1.4B | 11 | 0 |
| Oct 2022 | $2.2B | $594.7M | $1.6B | 11 | 0 |
| Jun 2022 | $2.2B | $594.7M | $1.6B | 11 | 0 |
| Mar 2022 | $2.2B | $594.7M | $1.6B | 11 | 0 |
| Nov 2021 | $1.9B | $522.5M | $1.4B | 10 | 2 |
| Mar 2021 | $1.9B | $522.5M | $1.4B | 11 | 2 |
| Jan 2021 | $1.8B | $519.8M | $1.2B | 12 | 5 |
| Dec 2020 | $1.8B | $519.8M | $1.2B | 12 | 5 |
| Jun 2020 | $1.8B | $519.8M | $1.2B | 12 | 5 |
| Mar 2020 | $1.8B | $519.8M | $1.2B | 12 | 5 |
| Mar 2019 | $1.6B | $354.4M | $1.2B | 14 | 14 |
| Jul 2018 | $2.3B | $890.4M | $1.4B | 12 | 133 |
| Jun 2018 | $2.3B | $890.4M | $1.4B | 12 | 133 |
| May 2018 | $2.3B | $890.4M | $1.4B | 20 | 133 |
| May 2018 | $2.3B | $890.4M | $1.4B | 20 | 133 |
| Mar 2018 | $2.3B | $890.4M | $1.4B | 22 | 133 |
| Sep 2017 | $2B | $751.7M | $1.2B | 25 | 1,000 |
| Aug 2017 | $2B | $751.7M | $1.2B | 25 | 1,000 |
| Mar 2017 | $2B | $751.7M | $1.2B | 25 | 1,000 |
| Feb 2017 | $1.9B | $714M | $1.2B | 25 | 900 |
| Jan 2017 | $1.9B | $714M | $1.2B | 25 | 900 |
| Dec 2016 | $1.9B | $714M | $1.2B | 25 | 900 |
| Aug 2016 | $1.9B | $714M | $1.2B | 25 | 900 |
| May 2016 | $1.9B | $714M | $1.2B | 25 | 900 |
| Mar 2016 | $1.9B | $714M | $1.2B | 25 | 900 |
| Jan 2016 | $580.3M | $580.3M | $0 | 23 | 800 |
| Aug 2015 | $580.3M | $580.3M | $0 | 23 | 800 |
| Apr 2015 | $580.3M | $580.3M | $0 | 23 | 800 |
| Mar 2015 | $580.3M | $580.3M | $0 | 23 | 800 |
| Jul 2014 | $545.1M | $545.1M | $0 | 19 | 600 |
| Apr 2014 | $545.1M | $545.1M | $0 | 19 | 600 |
| Mar 2014 | $545.1M | $545.1M | $0 | 19 | 600 |
| Jan 2014 | $445.5M | $445.5M | $0 | 14 | 200 |
| May 2013 | $445.5M | $445.5M | $0 | 14 | 200 |
| Mar 2013 | $445.5M | $445.5M | $0 | 9 | 200 |
| Mar 2013 | $445.5M | $445.5M | $0 | 9 | 200 |
DateDec 2025
Total AUM$1.2B
Discretionary$585.8M
Non-Disc.$613.3M
Employees10
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$585.8M
Non-Disc.$613.3M
Employees10
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$453.4M
Non-Disc.$681.9M
Employees10
Clients0
DateAug 2023
Total AUM$1.9B
Discretionary$545.9M
Non-Disc.$1.4B
Employees11
Clients0
DateMar 2023
Total AUM$1.9B
Discretionary$545.9M
Non-Disc.$1.4B
Employees11
Clients0
DateOct 2022
Total AUM$2.2B
Discretionary$594.7M
Non-Disc.$1.6B
Employees11
Clients0
DateJun 2022
Total AUM$2.2B
Discretionary$594.7M
Non-Disc.$1.6B
Employees11
Clients0
DateMar 2022
Total AUM$2.2B
Discretionary$594.7M
Non-Disc.$1.6B
Employees11
Clients0
DateNov 2021
Total AUM$1.9B
Discretionary$522.5M
Non-Disc.$1.4B
Employees10
Clients2
DateMar 2021
Total AUM$1.9B
Discretionary$522.5M
Non-Disc.$1.4B
Employees11
Clients2
DateJan 2021
Total AUM$1.8B
Discretionary$519.8M
Non-Disc.$1.2B
Employees12
Clients5
DateDec 2020
Total AUM$1.8B
Discretionary$519.8M
Non-Disc.$1.2B
Employees12
Clients5
DateJun 2020
Total AUM$1.8B
Discretionary$519.8M
Non-Disc.$1.2B
Employees12
Clients5
DateMar 2020
Total AUM$1.8B
Discretionary$519.8M
Non-Disc.$1.2B
Employees12
Clients5
DateMar 2019
Total AUM$1.6B
Discretionary$354.4M
Non-Disc.$1.2B
Employees14
Clients14
DateJul 2018
Total AUM$2.3B
Discretionary$890.4M
Non-Disc.$1.4B
Employees12
Clients133
DateJun 2018
Total AUM$2.3B
Discretionary$890.4M
Non-Disc.$1.4B
Employees12
Clients133
DateMay 2018
Total AUM$2.3B
Discretionary$890.4M
Non-Disc.$1.4B
Employees20
Clients133
DateMay 2018
Total AUM$2.3B
Discretionary$890.4M
Non-Disc.$1.4B
Employees20
Clients133
DateMar 2018
Total AUM$2.3B
Discretionary$890.4M
Non-Disc.$1.4B
Employees22
Clients133
DateSep 2017
Total AUM$2B
Discretionary$751.7M
Non-Disc.$1.2B
Employees25
Clients1,000
DateAug 2017
Total AUM$2B
Discretionary$751.7M
Non-Disc.$1.2B
Employees25
Clients1,000
DateMar 2017
Total AUM$2B
Discretionary$751.7M
Non-Disc.$1.2B
Employees25
Clients1,000
DateFeb 2017
Total AUM$1.9B
Discretionary$714M
Non-Disc.$1.2B
Employees25
Clients900
DateJan 2017
Total AUM$1.9B
Discretionary$714M
Non-Disc.$1.2B
Employees25
Clients900
DateDec 2016
Total AUM$1.9B
Discretionary$714M
Non-Disc.$1.2B
Employees25
Clients900
DateAug 2016
Total AUM$1.9B
Discretionary$714M
Non-Disc.$1.2B
Employees25
Clients900
DateMay 2016
Total AUM$1.9B
Discretionary$714M
Non-Disc.$1.2B
Employees25
Clients900
DateMar 2016
Total AUM$1.9B
Discretionary$714M
Non-Disc.$1.2B
Employees25
Clients900
DateJan 2016
Total AUM$580.3M
Discretionary$580.3M
Non-Disc.$0
Employees23
Clients800
DateAug 2015
Total AUM$580.3M
Discretionary$580.3M
Non-Disc.$0
Employees23
Clients800
DateApr 2015
Total AUM$580.3M
Discretionary$580.3M
Non-Disc.$0
Employees23
Clients800
DateMar 2015
Total AUM$580.3M
Discretionary$580.3M
Non-Disc.$0
Employees23
Clients800
DateJul 2014
Total AUM$545.1M
Discretionary$545.1M
Non-Disc.$0
Employees19
Clients600
DateApr 2014
Total AUM$545.1M
Discretionary$545.1M
Non-Disc.$0
Employees19
Clients600
DateMar 2014
Total AUM$545.1M
Discretionary$545.1M
Non-Disc.$0
Employees19
Clients600
DateJan 2014
Total AUM$445.5M
Discretionary$445.5M
Non-Disc.$0
Employees14
Clients200
DateMay 2013
Total AUM$445.5M
Discretionary$445.5M
Non-Disc.$0
Employees14
Clients200
DateMar 2013
Total AUM$445.5M
Discretionary$445.5M
Non-Disc.$0
Employees9
Clients200
DateMar 2013
Total AUM$445.5M
Discretionary$445.5M
Non-Disc.$0
Employees9
Clients200