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BEIRNE.
Legal name: BEIRNE WEALTH CONSULTING SERVICES, LLC
CRD 167103File 801-77726
APPROVED
Retail clients
Custody
Filing as of Jul 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.26B
Top 25% of cohort (national)
Discretionary AUM
$676.6M
Non-discretionary $1.58B
Clients
473
1,460 accounts
Employees
9
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 1, 2013
- Principal office
- 3 ENTERPRISE DRIVE, SUITE 410, SHELTON, CT, 06484
- Phone
- 203-701-8606
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.26B
- Discretionary AUM
- $676.6M
- Non-discretionary AUM
- $1.58B
- Discretionary accounts
- 1,199
- Non-discretionary accounts
- 261
- Total accounts
- 1,460
- AUM per client
- $4.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $62.9M |
| Charitable organizations | Fewer than 5 | $6.9M |
| High net worth individuals | 105 | $189.5M |
| Pension and profit sharing plans | Fewer than 5 | $2.7M |
| State or municipal government entities | 28 | $1.92B |
| Individuals (other than high net worth individuals) | 330 | $72.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.