# Byrne & Company Wealth Management, LLC

> Byrne & Company Wealth Management, LLC is an SEC-registered investment advisory firm in Olympia, WA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 18, 2026.

- CRD: 160581
- Filed as: BYRNE & COMPANY WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Olympia, WA
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160581
- AdvisorCensus page: https://advisorcensus.com/firm/byrne-and-company-wealth-management-llc-olympia-wa-160581

## Quick answers

**How is Byrne & Company Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Byrne & Company Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Byrne & Company Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Hourly rate: $325 an hour (Hourly Planning/Investment Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Byrne & Company Wealth Management, LLC located?**
Byrne & Company Wealth Management, LLC's principal office is in Olympia, WA, according to its Form ADV.

**Is Byrne & Company Wealth Management, LLC registered with the SEC or a state?**
Byrne & Company Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 160581.

**How much does Byrne & Company Wealth Management, LLC manage?**
Byrne & Company Wealth Management, LLC reports $142,935,403 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (95% discretionary).

**How have Byrne & Company Wealth Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Byrne & Company Wealth Management, LLC: Regulatory assets under management: $106,223,681 in the October 2022 data and $142,935,403 in the October 2026 data, up 35%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Byrne & Company Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (85); high net worth individuals (51); corporations or other businesses not listed above (1).

**Which custodians does Byrne & Company Wealth Management, LLC use?**
Byrne & Company Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Byrne & Company Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160581

**What changed in Byrne & Company Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $124,698,837 to $142,935,403 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Hourly rate: $325 an hour (Hourly Planning/Investment Consulting Services)

> Hourly Planning/Investment Consulting Services are charged a non -negotiable hourly rate of $ 325.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $142,935,403
- Discretionary: $135,844,606
- Non-discretionary: $7,090,797

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 85 | $42,122,928 |
| High net worth individuals | 51 | $92,834,212 |
| Corporations or other businesses not listed above | 1 | $7,978,263 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [byrnewm.com](https://byrnewm.com)
- [feeonlynetwork.com/financial-advisor/kevin-byrne](https://feeonlynetwork.com/financial-advisor/kevin-byrne)
- [napfa.org/member/28095/7361](https://napfa.org/member/28095/7361)
- [plannersearch.org/financial-advisor/kevin-m-byrne-wa](https://plannersearch.org/financial-advisor/kevin-m-byrne-wa)
- Facebook @BYRNEWM
- LinkedIn @BYRNE-&-COMPANY-WEALTH-MANAGEMENT-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $106,223,681 | 2 | April 19, 2022 |
| October 2023 | $108,648,872 | 2 | January 25, 2023 |
| October 2024 | $114,484,380 | 2 | March 26, 2024 |
| October 2025 | $124,698,837 | 2 | February 18, 2025 |
| October 2026 | $142,935,403 | 2 | May 18, 2026 |

Regulatory assets under management: $106,223,681 in the October 2022 data and $142,935,403 in the October 2026 data, up 35%.
Total employees: 2 in October 2022 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $124,698,837 to $142,935,403 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Byrne & Company Wealth Management, LLC (CRD 160581): Form ADV filing data as of October 2026.