Birch Point Wealth Management LLC
Firm details
- Headquarters
- Rockport, Maine
- CRD number
- 306596
- Website
- www.birchpointwealth.net
- Custodians
- ALTRUIST FINANCIAL LLC, INSPIRA FINANCIAL TRUST, LLC, BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.37%
- Individuals32.63%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Birch Point Wealth Management LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. Its fee model is flexible and includes a percentage-of-AUM option alongside hourly and fixed-fee arrangements. Birch Point identifies as a capital allocator and reports that it is not an active ESG investor; it is also not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other74%
- Public Funds/Mutual Funds19%
- Cash & Cash Equivalents7%
Contacts
2 of 2
Brie Pio
PrincipalCRD 5653200
David Pio
CRD 2653049
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rockport, ME
Knox
Location
Rockport, ME
Headquartered in Rockport, ME, in the Northeast of the United States.
- Region
- Northeast
- County
- Knox
- Address
- 18 Central St
- Time zone
- ET (UTC-5)
- Office locations
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