Birath Wealth Management, LLC

Birath Wealth Management, LLC (CRD# 157328) is a financial advisory firm headquartered in Marshall, MN. They manage $28,049,534 in 139 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $201,795
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN, SD

Financial Advisors at Birath Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas J. Birath
CRD#: 2619906
408 East Main Street, Bldg. 100 Suite 4, Marshall, MN 56258
93
Wealthminder
score

Thomas Birath (CRD# 2619906) is an Investment Advisor Representative working at Birath Wealth Management, LLC in Marshall, MN and has over 22 years of experience in the finance industry.

2
Jeffrey T. Vandendriessche
CRD#: 6575118
408 East Main Street, Bldg. 100 Suite 4, Marshall, MN 56258
87
Wealthminder
score

Jeffrey Vandendriessche (CRD# 6575118) is an Investment Advisor Representative working at Birath Wealth Management, LLC in Marshall, MN and has 1 year of experience in the finance industry.

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