Thomas Birath
Birath Wealth Management · Marshall, Minnesota
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.
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Facts
| Firm | Birath Wealth Management |
|---|---|
| Based in | Marshall, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $100.2M across 327 accounts |
| SEC registration | Investment adviser representative in MN, SD · CRD 2619906 |
| Exams passed | Series 63 (1995) · Series 66 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Thomas's firm compares
- Birath Wealth Management's average account is about $306,000, from its Form ADV (assets managed divided by 327 accounts).
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Questions about Thomas
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnesota
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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