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 $261,947,996 in 955 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
18 N. Harris Street, Bellville, TX 77418
https://www.youtube.com/user/mcbyrdwealth
By the Numbers
  • Total Assets Under Management
    262
    MILLION
  • Total Number of Accounts
    955
    ACCOUNTS
  • Average Account Value
    $274,291
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
The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, NY, OH, OK, TX

Financial Advisors at M.c. Byrd Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Caleb Byrd, financial advisor Bellville TX
Caleb G. Byrd
CRD#: 5678549
18 N. Harris Street, Bellville, TX 77418

Caleb Byrd (CRD# 5678549) is an Investment Advisor Representative working at M.c. Byrd Wealth Management, LLC in Bellville, TX and has over 7 years of experience in the finance industry.

2
Monte Byrd, financial advisor Bellville TX
Monte C. Byrd
CRD#: 1662905
18 N. Harris Street, Bellville, TX 77418

Monte Byrd (CRD# 1662905) is an Investment Advisor Representative working at M.c. Byrd Wealth Management, LLC in Bellville, TX and has over 36 years of experience in the finance industry.

3
Edith Moreno, financial advisor Bellville TX
Edith Moreno
CRD#: 6930547
18 N. Harris Street, Bellville, TX 77418

Edith Moreno (CRD# 6930547) is an Investment Advisor Representative working at M.c. Byrd Wealth Management, LLC in Bellville, TX and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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