# BIRATH WEALTH MANAGEMENT, LLC

BIRATH WEALTH MANAGEMENT, LLC of MARSHALL, MN is an SEC-registered investment adviser.

## Registration

- CRD: 157328
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157328/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157328/similar
- Related entities: https://search.stillhousedata.com/firm/157328/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157328

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.