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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BYRNE FINANCIAL FREEDOM, LLC

CRD 167893

FRANKLIN, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6ea5aaee-7558-b75d-6114-9668357f5bd9

Data as of Jun 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 5
On other graphs: 0
Observed: Mar 23, 2016 to Jun 5, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=6.0
Regulatory AUM: $546MItem 5.F on the latest filing (2026-06-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $546M
Private client RAUM: $533MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $78.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,676
Individual clients: 578
High net worth clients: 378
Custody, client assets: $3.2M
SEC number: 801-107534
CIK: 2063947
CRD: 167893
Filings on the tape: 22
First filed: Mar 23, 2016
Latest filed: Jun 5, 2026
Organised: Limited Liability Company, MA
Website: byrnefinancialfreedom.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSEPH GERARD BYRNE	n/a	FRANKLIN, MA	13	26	n/a	yes
JAMES GARY WALSH	n/a	FRANKLIN, MA	13	42	1	yes
JASON SCOTT WEISS	n/a	Franklin, MA	9	16	1	yes
Christopher Raymond Byrne	n/a	FRANKLIN, MA \| FORT MYERS, FL	4	10	n/a	yes
JESSICA BECKETT	n/a	FORT MYERS, FL	3	10	1	yes
Ryan James McCormick	Certified Financial Planner	FRANKLIN, MA	2	10	1	yes
Jack Arduin	n/a	FRANKLIN, MA \| FORT MYERS, FL	0	30	5	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BYRNE, BRIAN, PATRICK	CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER	Na	yes	03/2023	Mar 27, 2023	Apr 25, 2024
BYRNE, JOSEPH, GERARD	OWNER AND CHIEF EXECUTIVE OFFICER	E	yes	02/2006	Mar 23, 2016	Apr 25, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
FORT MYERS	FL	United States	2	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$546M	$546M	11	6	1	n/a	n/a
2024	Mar 24, 2025	$436M	$436M	10	6	1	n/a	n/a
2023	Mar 20, 2024	$357M	$357M	9	5	1	n/a	n/a
2022	Mar 27, 2023	$290M	$290M	10	5	1	n/a	n/a
2021	Mar 18, 2022	$315M	$315M	8	4	1	n/a	n/a
2020	Mar 7, 2021	$243M	$242M	8	4	1	n/a	n/a
2019	Mar 18, 2020	$203M	$203M	7	3	1	n/a	n/a
2018	Mar 18, 2019	$138M	$138M	7	7	0	n/a	n/a
2017	Mar 29, 2018	$148M	$148M	9	8	1	n/a	n/a
2016	Mar 27, 2017	$113M	$113M	7	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$546M	$436M	25.4%	$290M	23.5%	11	10	1	1

Relationships

Registered with (7)

← Jack ArduinAdvisorregistration: current employment
Jun 4, 2026 to presentfactForm ADV
← Ryan James McCormickAdvisorregistration: current employment
Apr 19, 2024 to presentfactForm ADV
← JESSICA BECKETTAdvisorregistration: current employment
Jul 13, 2023 to presentfactForm ADV
← Christopher Raymond ByrneAdvisorregistration: current employment
Dec 1, 2021 to presentfactForm ADV
← JASON SCOTT WEISSAdvisorregistration: current employment
Dec 12, 2016 to presentfactForm ADV
← JAMES GARY WALSHAdvisorregistration: current employment
Aug 19, 2013 to presentfactForm ADV
← JOSEPH GERARD BYRNEAdvisorregistration: current employment
Jun 7, 2013 to presentfactForm ADV

Controls (2)

← BYRNE, JOSEPH, GERARDOwnerOWNER AND CHIEF EXECUTIVE OFFICER, ownership code E, individual
Mar 23, 2016 to Apr 25, 2024factForm ADV
← BYRNE, BRIAN, PATRICKOwnerCHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 27, 2023 to Apr 25, 2024factForm ADV

Dated events

Occurred
Mar 27, 2026
Regulatory AUM changed
Byrne Financial Freedom, Llc reported RAUM $546.4M, up 25% from $435.7M (2025-03-24 to 2026-03-27)
Form ADVobserved 5 days ago
$111M
Occurred
Nov 13, 2023
Control person left
Ruth Janet Pultz (Chief Compliance Officer) no longer on Schedule A of Byrne Financial Freedom, Llc (listed 2023-11-02, absent 2023-11-13)
Form ADVobserved 5 days ago
Occurred
Mar 27, 2023
Control person joined
Patrick Brian Byrne (Chief Operating Officer) appeared on Schedule A of Byrne Financial Freedom, Llc
Form ADVobserved 5 days ago
Occurred
Mar 18, 2022
Control person joined
Ruth Janet Pultz (Chief Compliance Officer) appeared on Schedule A of Byrne Financial Freedom, Llc
Form ADVobserved 5 days ago
Occurred
Mar 23, 2016
First Form ADV filing
Byrne Financial Freedom, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6ea5aaee-7558-b75d-6114-9668357f5bd9
First observed: Mar 23, 2016
Last observed: Jun 5, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BYRNE FINANCIAL FREEDOM, LLC

CRD 167893

FRANKLIN, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6ea5aaee-7558-b75d-6114-9668357f5bd9

Data as of Jun 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH GERARD BYRNE

n/a

FRANKLIN, MA

n/a

yes

JAMES GARY WALSH

n/a

FRANKLIN, MA

yes

JASON SCOTT WEISS

n/a

Franklin, MA

yes

Christopher Raymond Byrne

n/a

FRANKLIN, MA | FORT MYERS, FL

n/a

yes

JESSICA BECKETT

n/a

FORT MYERS, FL

yes

Ryan James McCormick

Certified Financial Planner

FRANKLIN, MA

yes

Jack Arduin

n/a

FRANKLIN, MA | FORT MYERS, FL

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BYRNE, BRIAN, PATRICK

CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER

yes

03/2023

Mar 27, 2023

Apr 25, 2024

BYRNE, JOSEPH, GERARD

OWNER AND CHIEF EXECUTIVE OFFICER

yes

02/2006

Mar 23, 2016

Apr 25, 2024

City

State

Country

Employees

Also broker-dealer

FORT MYERS

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$546M

n/a

2024

Mar 24, 2025

$436M

n/a

2023

Mar 20, 2024

$357M

n/a

2022

Mar 27, 2023

$290M

n/a

2021

Mar 18, 2022

$315M

n/a

2020

Mar 7, 2021

$243M

$242M

n/a

2019

Mar 18, 2020

$203M

n/a

2018

Mar 18, 2019

$138M

n/a

2017

Mar 29, 2018

$148M

n/a

2016

Mar 27, 2017

$113M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$546M

$436M

25.4%

$290M

23.5%