# BEIRNE WEALTH CONSULTING SERVICES, LLC

BEIRNE WEALTH CONSULTING SERVICES, LLC of SHELTON, CT is an SEC-registered investment adviser.

## Registration

- CRD: 167103
- Type: SEC-registered investment adviser
- SEC file number: 801-77726
- Location: 3 ENTERPRISE DRIVE, SUITE 410, SHELTON, CT, 06484
- Phone: 203-701-8606
- Latest filing: 2026-07-02
- Regulatory AUM: $2.3B
- Discretionary AUM: $676.6M
- Non-discretionary AUM: $1.6B
- Clients: 9
- Accounts: 1,460

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| John Anthony Beirne | MANAGING DIRECTOR, CIO AND FOUNDING PARTNER | — |
| John-Oliver Beirne | MANAGING DIRECTOR; PRESIDENT; TRUSTEE | — |
| John Joseph Barker | TRUSTEE | — |
| Evan Beirne | TRUSTEE | — |
| Richard Anthony Defrancesco | CHIEF OPERATING OFFICER | — |
| Lindsey E Allard | PARTNER | — |
| Dennis Grubelic | CHIEF COMPLIANCE OFFICER | Shelton, CT |
| Megan Elizabeth Morelli | PARTNER | — |
| OLSON VICTORIA LYNN | CHIEF COMPLIANCE OFFICER | — |
| BEIRNE JOHN ANTHONY | MANAGING DIRECTOR; MANAGING DIRECTOR, CIO AND FOUNDING PARTNER | — |
| BEIRNE JOHN-OLIVER | MANAGING DIRECTOR; PRESIDENT; TRUSTEE | — |
| SHANNON JERILYN MARIE | CHIEF COMPLIANCE OFFICER | — |
| BETZIG JAMES ANDREW | CHIEF COMPLIANCE OFFICER; PARTNER; PARTNER AND CHIEF OPERATING OFFICER (+1 more) | — |
| BRADY PATRICIA LYNN | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | — |
| GARNTO ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| BARKER JOHN JOSEPH | TRUSTEE | — |
| beirne evan | TRUSTEE | — |
| Defrancesco Richard Anthony | CHIEF OPERATING OFFICER | — |
| ALLARD LINDSEY E | MANAGING DIRECTOR; PARTNER | — |
| Grubelic Dennis | CHIEF COMPLIANCE OFFICER | — |
| MORELLI MEGAN ELIZABETH | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167103/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167103/similar
- Related entities: https://search.stillhousedata.com/firm/167103/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167103

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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.