SourcingSourcing

BYRNE & COMPANY WEALTH MANAGEMENT, LLC

B53
CRD 160581·SEC 801-123593·OLYMPIA, WA
AUM
$142.9M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$429K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BYRNE & COMPANY WEALTH MANAGEMENT, LLC
CRD
160581
SEC file #
801-123593
EIN
—
DBA names
—

Economics

AUM
$142.9M
AUM band
$100M-$500M
AUM trajectory
'23'26
$106.2M → $142.9M▲ +35%
Client mix
Individuals Other85
Individuals High Net Worth51
Corporations1

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'23'26
1 advisors → 1 advisors▬ 0%
Primary office
OLYMPIA WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
byrnewm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BYRNE, KEVIN, M
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BYRNE, KEVIN, M
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BYRNEWM.COM
Rdap Domain Creation Date
2017-01-05T00:01:19Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-05T00:01:19Z
Rdap Domain Last Changed
2025-12-21T00:08:48Z
Rdap Nameservers
Ns-cloud-d1.googledomains.comNs-cloud-d2.googledomains.comNs-cloud-d3.googledomains.comNs-cloud-d4.googledomains.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
3220588
Trust Company Affiliate
No

People (1)

1
BYRNE, KEVIN, M
IAR · Direct Owner · 87.5%
3220588