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BYRNE FINANCIAL FREEDOM, LLC

FRANKLIN, MA · CRD 167893 · IAPD ↗ · byrnefinancialfreedom.com · 508-528-9366

$546.4MRegulatory AUM
6Advisory reps
11Employees
0Clients
251-500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — BYRNE FINANCIAL FREEDOM, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — BYRNE FINANCIAL FREEDOM, LLC crossed $500M in regulatory AUM ($435.7M -> $546.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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