M.c. Byrd Wealth Management, LLC

M.c. Byrd Wealth Management, LLC (CRD# 151070) is a financial advisory firm headquartered in Bellville, TX. They manage $179,829,139 in 477 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    477
    ACCOUNTS
  • Average Account Value
    $377,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

CA, FL, LA, TX

Financial Advisors at M.c. Byrd Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Monte C. Byrd
CRD#: 1662905
633 W. Main, Suite B, Bellville, TX 77418
96
Wealthminder
score

Monte Byrd (CRD# 1662905) is an Investment Advisor Representative working at M.c. Byrd Wealth Management, LLC in Bellville, TX and has over 28 years of experience in the finance industry.

2
Caleb G. Byrd
CRD#: 5678549
633 W. Main, Suite B, Bellville, TX 77418
90
Wealthminder
score

Caleb Byrd (CRD# 5678549) is an Investment Advisor Representative working at M.c. Byrd Wealth Management, LLC in Bellville, TX and has 1 year of experience in the finance industry.

3
Heather R. Jendrusch
CRD#: 5205839
633 W. Main, Suite B, Bellville, TX 77418
87
Wealthminder
score

Heather Jendrusch (CRD# 5205839) is an Investment Advisor Representative working at M.c. Byrd Wealth Management, LLC in Bellville, TX and has 1 year of experience in the finance industry.

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