BIRATH WEALTH MANAGEMENT, LLC

Birath Wealth Management, LLC is a US-based registered investment advisor serving high-net-worth families.

BIRATH WEALTH MANAGEMENT, LLC

BIRATH WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in MARSHALL, MN. The firm manages $100 million in regulatory assets under management, $100 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Who runs investment decisions at Birath Wealth Management?

Birath Wealth Management does not publicly disclose its leadership team or investment committee. No named principals appear in regulatory filings or press coverage. As an RIA, the firm is required to file Form ADV with the SEC or state regulators, which would list key personnel, but those records are not available in public databases.

Is Birath Wealth Management structured as a single family office or a multi-family office?

The firm's name — 'Wealth Management' — and its registration as an RIA suggest it operates as a multi-family office or wealth management firm serving multiple unrelated families, rather than a single-family office tied to one fortune. Single-family offices often avoid SEC registration under certain exemptions, whereas RIAs that advise multiple clients typically register.

Where does the underlying wealth come from?

The origin of the capital managed by Birath Wealth Management is not disclosed. No information links the firm to a specific family, industry fortune, or founder. The firm's client base likely includes high-net-worth individuals, but the identities of its clients are confidential.

What investment stages does Birath Wealth Management typically target?

Birath Wealth Management has not publicly stated any investment stage preferences. Without public portfolio holdings or strategy disclosures, it is impossible to determine whether the firm focuses on public equities, private equity, venture capital, fixed income, or other asset classes.

Does Birath Wealth Management maintain philanthropic structures?

No philanthropic organizations have been publicly identified in association with Birath Wealth Management. Many multi-family offices advise clients on charitable giving or manage donor-advised funds, but no such vehicle is named for this firm. (Based on public record as of 2026.)

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.