# Thomas Birath

> Thomas Birath is a fee-only financial advisor at Birath Wealth Management in Marshall, Minnesota. Birath Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/thomas-birath/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Birath Wealth Management
- **Based in:** Marshall, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $100.2M across 327 accounts
- **CRD:** 2619906 (https://adviserinfo.sec.gov/individual/summary/2619906)
- **SEC registration:** Investment adviser representative in MN, SD
- **Exams passed:** Series 63 (1995), Series 66 (2009)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Thomas Birath a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Birath Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Thomas charge for financial advice?

Thomas's firm, Birath Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Thomas Birath based?

Thomas Birath is based in Marshall, Minnesota.

### Is Thomas Birath registered with the SEC?

Yes. Thomas Birath is registered as an investment adviser representative in MN and SD (CRD 2619906), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Birath Wealth Management manage?

Birath Wealth Management reports $100.2M across 327 accounts in assets under management.

### How do I contact Thomas Birath?

Contact details aren't on file yet. Search for Birath Wealth Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2619906): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.