Birath Wealth Management, LLC

Overview

Birath Wealth Management, LLC is an independent, individually owned registered investment adviser operating as an LLC. The firm provides fee-based advisory services charged as a percentage of assets under management and positions itself as a capital allocator that both manages portfolios and selects outside managers. Core advisory activities listed include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm serves individual and family clients alongside some institutional relationships. It does not list itself as an active ESG investor, is not designated as a multi-state adviser, and does not act as a pension consultant. An accounting affiliation is noted among its industry relationships.

Assets & Accounts

Investments & Alternatives