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BYRNE & COMPANY WEALTH MANAGEMENT, LLC

OLYMPIA, WA · CRD 160581 · IAPD ↗ · byrnewm.com · 360-338-0645

$142.9MRegulatory AUM
1Advisory reps
2Employees
31Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2025 — BYRNE & COMPANY WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — BYRNE & COMPANY WEALTH MANAGEMENT, LLC now reports custody of client assets ($39.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.