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BIRATH WEALTH MANAGEMENT, LLC
CRD 157328
408 EAST MAIN STREET, BLDG. 100 SUITE 5, MARSHALL, MN, 56258, United States
Phone
507-929-8543
Fax
(507) 337-0032
Registration
— (—)
Source
State registered
Total AUM
$100.2M
Discretionary AUM
$99.9M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 92 | $32.0M |
| High net worth individuals | 22 | $67.6M |
| Charitable organizations | 2 | $621K |
Official SEC filing: View on IAPD