A complete list of active advisors currently associated with Byrne & Company Wealth Management, LLC

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Byrne & Company Wealth Management (ByrneWM) provides investment management, financial planning, and qualified retirement plan services to individuals, families, businesses, pension plans, and non-profit organizations, including high-net-worth and non‑HNW individual clients. As of December 31, 2025, the firm reported approximately $142.9 million in assets under management across about 136 client relationships, with services delivered on both a discretionary and non‑discretionary basis. The firm’s investment process combines fundamental, technical, and macroeconomic analysis and uses a core–satellite framework alongside tactical asset allocation to adjust exposures over time. ByrneWM may implement covered-call writing and purchased puts, use short or leveraged/inverse ETFs, and otherwise employ derivatives and ETFs as tools to manage cost, tax impact, and volatility while offering hourly planning engagements for consulting clients. A distinctive operational feature is that the firm permits borrowing within separately managed accounts, a practice that is uncommon among peers and can increase leverage and operational complexity for affected portfolios. ByrneWM also discloses that it operates with a single principal executive serving as chief investment officer and maintains a primary custodian relationship with Charles Schwab that provides institutional services and benefits to the firm, noting these arrangements as potential conflicts to monitor.

To learn more about the advisors currently working at Byrne & Company Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.