B
CRD: 157328
Birath Wealth Management, LLC
Marshall, MN, 56258
5079298543
$100.2M Total AUM
$99.9M Disc. AUM
-- 3Y CAGR
2 Employees
116 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-25-2011
- Office Locations
- 1
Office Locations
408 East Main Street Bldg. 100 Suite 5 Marshall MN
About Birath Wealth Management, LLC
Birath Wealth Management, LLC is a Marshall-based RIA. The firm has been operating for 15 years. Managing $100.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Investment Planning.
Team overview
-- AVG AGE
$50.1M AVG AUM / ADVISOR
$863.8K AVG AUM / CLIENT
12.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
T
THOMAS JACK BIRATH
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2619906
- Ownership
- 75% or more
(406) 783-6863
north.eagle@pathwaycapital.com
in linkedin.com/in/pioneer-ember
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jeffrey Thomas Vandendriessche
--
- CRD
- #6575118
(536) 715-8922
optima.catalyst@deltacapital.com
in linkedin.com/in/wave-focus
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,883,246 | -- |
| Non-Discretionary | $318,717 | -- |
| Total | $100,201,963 | -- |
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Separately Managed Accounts
Total SMA Asset: $100,201,963
Public Funds:
24.9% Equity - Exchange:
13.5% Cash:
24.7% Municipal Bonds:
36.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $776,854,498 | 24.9% |
| Equity - Exchange | $421,186,174 | 13.5% |
| Cash | $770,614,703 | 24.7% |
| Municipal Bonds | $1,151,242,207 | 36.9% |
| Total | $3,119,897,582 | 100.0% |