Beirne Wealth Consulting Services, Llc
- Regulatory AUM
- $2.3B
- Discretionary
- $677M
- Clients
- 473
- Avg AUM / client
- $4.8M
- Accounts
- 1,460
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 330 | $72.0M | 3.19% |
| High net worth individuals | 105 | $190M | 8.39% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.7M | 0.12% |
| Charitable organizations | Fewer than 5 clients | $6.9M | 0.31% |
| State or municipal government entities | 28 | $1.9B | 85.2% |
| Corporations and other businesses | 10 | $62.9M | 2.79% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Verition Group 401(k) Plan Verition Group Llc | 2024 | |
| Sikorsky Financial Credit Union 401(k) Savings Plan Sikorsky Financial Credit Union | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Joseph Barker | Trustee | Dec 2012 (14y) | GP / trustee / elected manager of The John Oliver Beirne 2012 Trust (indirect) | |
| John Oliver Beirne | President | Dec 2012 (14y) | Less than 5% | |
| Beirne, Evan | Trustee | Dec 2012 (14y) | GP / trustee / elected manager of The Evan A. Beirne 2012 Trust (indirect) | |
| John Anthony Beirne | Managing Director, Cio And Founding Partner | Feb 2013 (14y) | Less than 5% | |
| Lindsey E Allard | Partner | Jan 2016 (11y) | Less than 5% | |
| Defrancesco, Richard, Anthony | Chief Operating Officer | Nov 2018 (8y) | Less than 5% | |
| Grubelic, Dennis | Chief Compliance Officer | Sep 2022 (4y) | Less than 5% | |
| Morelli, Megan, Elizabeth | Partner | Oct 2022 (4y) | Less than 5% | |
| Joseph Gerardo Malanga | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The John Oliver Beirne 2012 Trust | Owner | Jul 2018 | A | 50% – 75% |
| The Evan A. Beirne 2012 Trust | Owner | Jul 2018 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Verition Group 401(k) Plan | Verition Group Llc | 432 | $33.4M | 01/01/2024 |
| Sikorsky Financial Credit Union 401(k) Savings Plan | Sikorsky Financial Credit Union | 138 | $24.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $1.3B (60% of AUM) Jul 2026
- Pershing $27.2M (1% of AUM) Jul 2018
- TD Ameritrade $17.1M (1% of AUM) Jul 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗