# Byrne & Company Wealth Management

Byrne & Company Wealth Management is a Bank / Wealth / Trust based in Olympia, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Olympia, United States
- **Region:** North America
- **Address:** Olympia, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** byrnewm.com
- **LinkedIn:** https://www.linkedin.com/company/byrne-&-company-wealth-management-llc

## Regulatory record

- **CRD number:** 160581
- **SEC file number:** 801-123593
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/160581

## About

Michael Byrne launched Byrne & Company Wealth Management in 2012 in Olympia, Washington, building the firm on a fee-only fiduciary model that rejects the commission-grid incentives of the wirehouse he left. The practice serves individuals, families, businesses, pension plans, and non-profit organizations across the South Puget Sound region, anchoring its identity in planning-led relationships rather than asset-gathering. The firm's public disclosures emphasize retirement-income engineering, tax-efficient distribution sequencing, and multi-generational estate coordination. The firm constructs portfolios using low-cost, globally diversified index vehicles with tilts toward small-cap, value, and emerging-market risk factors—a disciplined departure from the active-manager selection common among local competitors. Its planning engagements cover cash-flow modeling, Social Security optimization, employer retirement plan fiduciary consulting, and philanthropic structuring. Byrne & Company operates as a Registered Investment Adviser, bound by the Investment Advisers Act of 1940 to act in clients' best interests, and its Form ADV describes an unconflicted, advisory-only business. The firm charges asset-based fees, flat retainers, or hourly project rates depending on the engagement. Byrne & Company operates from a single office in Olympia, serving a concentrated client base across Thurston, Pierce, and King counties. The firm's architecture reflects the solo-practitioner-plus-staff model typical of high-trust regional RIAs, with Michael Byrne as the named principal responsible for all investment and planning decisions. No adjacent private-fund vehicles, venture arms, or philanthropy-linked entities have been publicly identified. The firm's website has remained minimal in recent years, consistent with a mature book of long-tenured relationships that grows through professional-referral networks rather than digital marketing. What structurally differentiates Byrne & Company is the deliberate small-shop posture: one named principal, one geography, and an explicit rejection of growth-for-scale economics in favor of a planning-first fiduciary model. In an industry where roll-up consolidators increasingly absorb local RIAs, the firm's decision to remain independent and advisor-owned preserves succession optionality and client-stability incentives that institutional allocators recognize as alignment features.

## People

- Michael Byrne — Founder

## Questions

### Who runs investment decisions at Byrne & Company Wealth Management?

No named principals or investment committee members are disclosed in public sources.

### Does Byrne & Company Wealth Management participate in fund commitments or only direct deals?

Available information does not specify whether the firm uses fund commitments, direct investments, or other structures.

### What investment stages does Byrne & Company Wealth Management typically target?

No information on investment stages or strategy parameters has been located.

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Last updated: 2026-07-06T00:31:44.910Z

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