BIRATH WEALTH MANAGEMENT, LLC

BIRATH WEALTH MANAGEMENT, LLC of MARSHALL, MN is an SEC-registered investment adviser (CRD 157328). Regulatory assets under management: $100.2M.

Registration

• CRD: 157328
• Type: Registered investment adviser
• Location: 408 EAST MAIN STREET, MARSHALL, MN, 56258
• Phone: 507-929-8543
• Latest filing: 2026-06-29
• Regulatory AUM: $100.2M
• Discretionary AUM: $99.9M
• Non-discretionary AUM: $319K
• Clients: 2
• Accounts: 327

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157328 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search