Beirne Wealth Consulting Services, LLC
● SEC registered since 2013CRD 167103SEC# 801-77726Shelton, CT
Reg. AUM
$2.26B
Employees
9
Accounts
1,460
Location
Shelton, CT
Beirne Wealth Consulting Services, LLC assets under management
Beirne Wealth Consulting Services, LLC is a registered investment adviser overseen by the SEC based in Shelton, CT. The firm has been registered since 2013. It reports $2.3 billion in regulatory assets under management and employs 9 people.
Beirne Wealth Consulting Services, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dennis Grubelic Control | Chief Compliance Officer | Under 5% | 2022 |
| John Anthony Beirne Control | Managing Director, Cio And Founding Partner | Under 5% | 2013 |
| John-Oliver Beirne Control | Managing Director | Under 5% | 2013 |
| John-Oliver Beirne Control | President | Under 5% | 2018 |
| Lindsey E Allard Control | Partner | Under 5% | 2022 |
| Richard Anthony Defrancesco Control | Chief Operating Officer | Under 5% | 2018 |
| The Evan a. Beirne 2012 Trust Control | Owner | 25-50% | 2018 |
| The John Oliver Beirne 2012 Trust Control | Owner | 50-75% | 2018 |
| Evan Beirne Control | Trustee | — | 2012 |
| John Joseph Barker Control | Trustee | — | 2012 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Beirne Wealth Consulting Services, LLC manage?
Beirne Wealth Consulting Services, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Beirne Wealth Consulting Services, LLC have?
Beirne Wealth Consulting Services, LLC reports 9 employees.
Where is Beirne Wealth Consulting Services, LLC located?
Beirne Wealth Consulting Services, LLC is based in Shelton, CT and has been SEC-registered since 2013.
Does Beirne Wealth Consulting Services, LLC disclose fund performance?
Beirne Wealth Consulting Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3 Enterprise Drive, Suite 410, Shelton, CT 06484 |
| Phone | 203-701-8606 |
| Fax | 203-701-8607 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.26B▲ 88%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,306 advisers
EmployeesTop 43%
More than 57% of 16,824 advisers
Assets under management
$2.26Bregulatory AUM
Discretionary $676.6MNon-discretionary $1.58B