SourcingSourcing

BEIRNE WEALTH CONSULTING SERVICES, LLC

C45
CRD 167103·SEC 801-77726·SHELTON, CT
AUM
$1.37B
$1B+
Est. Revenue
$13.7M
@ 1% on AUM
Est. EBITDA
$4.1M
@ 30% margin
Est. Deal Value
$32.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BEIRNE WEALTH CONSULTING SERVICES, LLC
CRD
167103
SEC file #
801-77726
EIN
371707957
DBA names
Beirne.

Economics

AUM
$1.37B
AUM band
$1B+
AUM trajectory
'20'26
$1.59B → $1.37B▼ -14%
Client mix
Individuals Other314
Individuals High Net Worth74
State Or Municipal Govt28
Corporations9

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
14 advisors → 5 advisors▼ -64%
Primary office
SHELTON CT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE JOHN OLIVER BEIRNE 2012 TRUST
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
THE JOHN OLIVER BEIRNE 2012 TRUST
THE EVAN A. BEIRNE 2012 TRUST
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
119,710
Form 5500 Compensation Trajectory 3y
2025119,710
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
119,710
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001697303
Edgar Registered
Yes
Edgar Filing Count
32
Edgar First Filing Date
2019-02-14
Edgar Last Filing Date
2026-04-30
Edgar 13f Count
30
Edgar 13f Latest AUM Estimate
Filing Date2026-04-30
Accession0001697303-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
3 ENTERPRISE DRIVESUITE 410SHELTON, CT 06484
Business
3 ENTERPRISE DRIVESUITE 410SHELTON, CT 06484
Edgar EIN
371707957
Edgar Recent Filings
13F-HR2026-04-30 · 0001697303-26-000003
13F-HR2026-01-29 · 0001697303-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
BEIRNE, JOHN, ANTHONY
IAR · Executive Officer · 2.5%
17064
ALLARD, LINDSEY, E
IAR · Executive Officer · 2.5%
5035699
BEIRNE, JOHN-OLIVER
IAR · Executive Officer · 2.5%
5737703
Defrancesco, Richard, Anthony
Executive Officer · 2.5%
7351374
Dennis Grubelic
Executive Officer · 2.5%
2376725
Joseph Gerardo Malanga
IAR
8199921