Birath Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$99,580,615
Clients
114
Advisors
2
of 2 employees
About
The firm serves individual and high‑net‑worth clients, as well as trusts, estates, corporations and municipalities, offering ongoing portfolio management and related financial planning. Portfolio management clients receive a written Investment Policy Statement tailored to their income, tax, and risk profile, and financial planning is offered to portfolio clients at no additional fee.
Birath Wealth Management constructs portfolios using fundamental analysis across mutual funds, equities, bonds, ETFs and REITs and employs both long‑ and short‑term trading consistent with each client’s IPS and risk tolerance. The firm typically acts with discretionary trading authority, provides at least quarterly account reviews and reports, and may direct clients to third‑party managers for portions of assets.
A distinctive feature is that one of the firm’s representatives is also a certified public accountant who may provide accounting advice to clients outside the advisory services, with disclosed seasonal time commitments (up to about 30 hours/week during January–mid‑April and lower hours thereafter). The firm also discloses a fee‑sharing arrangement when it directs clients to the third‑party portfolio manager Elgethun Capital Management and states it evaluates and discloses that relationship to address the resulting conflict of interest.
Client services
Expertise
Fee options
$0+: 1.20% annually for Individual Equities $0 - $1,000,000: 0.80% annually for All Other Managed Assets $1,000,000+: 0.80% annually on all assets under management $3,000,000.00+: Customized fee schedule
Account minimum: $50,000.00 (may be waived)
Main office
408 East Main Street, Bldg. 100 Suite 5
Marshall MN 56258
Advisors at this office
2
Most active in
Minnesota · South Dakota
Also doing business as
Birath Wealth Management · Birath Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jeffrey V
Series 65
Marshall, MN
Birath Wealth Management, LLC
Jeffrey Vandendriessche is a financial advisor at Birath Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and is also a certified public accountant. His work history includes operating Jeff Vandendriessche Tax Services since 2016 and managing Vandendriessche Farms since 1994. Birath Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, corporations, and municipalities, providing portfolio management and financial planning. The firm builds portfolios using fundamental analysis across various asset classes and typically acts with discretionary trading authority while offering ongoing reviews and tailored investment strategies.
Thomas B
Series 63, Series 66
Marshall, MN
Birath Wealth Management, LLC
Thomas Birath is a financial advisor at Birath Wealth Management, LLC in Marshall, MN, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Birath Wealth Management since 2011. Birath Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, corporations, and municipalities, offering portfolio management and financial planning. The firm constructs portfolios using fundamental analysis across multiple asset classes and typically acts with discretionary trading authority, providing regular account reviews and tailored Investment Policy Statements.
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