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Managing Member and Chief Compliance Officer · Byrne & Company Wealth Management, LLC

Kevin M Byrne

CRD 3220588 · Named on Form ADV at one SEC-registered adviser

At a glance

Byrne & Company Wealth Management, LLC, an SEC-registered wealth manager based in Olympia, WA with $143 million in regulatory assets, lists Kevin M Byrne on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Kevin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.