Investment adviser · CRD 167103
BEIRNE.
Investment adviser filing (IA)
BEIRNE WEALTH CONSULTING SERVICES, LLC
DARIEN, CT, United States · Form ADV filed Aug 17, 2026
- Regulatory AUM
- $2.26B Form ADV · Item 5.F
- Client accounts
- 1,460 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | 28 | $1,924,997,362 | 85.2% |
| High-net-worth individuals | 105 | $189,525,956 | 8.4% |
| Individuals | 330 | $71,972,797 | 3.2% |
| Corporations & businesses | 10 | $62,948,319 | 2.8% |
| Charities | Fewer than 5 | $6,892,720 | 0.3% |
| Retirement plans | Fewer than 5 | $2,664,582 | 0.1% |
Filing source
Form ADV 2125071 · Aug 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
20 OLD KINGS HIGHWAYDARIEN, CT, 06820, United States
CRD 167103
Filing source
Form ADV 2125071 · Aug 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.