CRD: 167893
Byrne Financial Freedom, LLC
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-07-2013
- Office Locations
- 3
Office Locations
About Byrne Financial Freedom, LLC
Byrne Financial Freedom, LLC provides retirement, tax, estate, insurance, and education planning plus portfolio asset allocation for individuals and families, with dedicated programs for women navigating major life transitions, young investors, and business owners. Investment implementation is primarily through public funds and ETFs, custodied with LPL Financial, supported by regular market/planning commentary from founder Joseph Byrne.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOSEPH GERARD BYRNE
CEO & Wealth Advisor
- CRD
- #1901015
- Ownership
- 75% or more
BRIAN PATRICK BYRNE
Chief Compliance Officer, Chief Operating Officer
- CRD
- #6744161
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jack Arduin
--
- CRD
- #2642564
JESSICA BECKETT
Director
- CRD
- #7076515
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $546,432,495 | $326,034 |
| Non-Discretionary | $0 | -- |
| Total | $546,432,495 | $326,034 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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