Byrne & Company Wealth Management, LLC

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.