Birchcreek Wealth Management, LLC

RIASEC Registered
Total AUM
$300M
Discretionary
$289M
96% of AUM
Avg account
$1.5M
Accounts
195
Employees
5
Advisory reps
5

Firm details

Headquarters
Miamisburg, Ohio
CRD number
304207
Registered since
July 3, 2019
Website
birchcreekwealth.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI83.15%
  • Individuals13.04%
  • Pension & Profit Sharing Plans3.81%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Birchcreek Wealth Management, LLC is an independent, individual-owned RIA that registered with the SEC in 2019. The firm serves both individual and family clients as well as institutional relationships. Its advisory services span financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third-party advisers. Birchcreek charges a mix of percentage-of-AUM, hourly, and fixed fees and operates as a capital allocator that places client capital with external managers when appropriate. The firm is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, Public Funds/Mutual Funds 13%, State & Local Bonds 6%, Cash & Cash Equivalents 6%, US Government Bonds 1%, Investment Grade Corp Bonds 1%73%
  • Exchange Traded Equities73%
  • Public Funds/Mutual Funds13%
  • State & Local Bonds6%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%

Owners & executives

1 of 1
  • Daniel Johnson

    Daniel Johnson

    CEO & Wealth AdvisorCRD 5169351

Contacts

3 of 4
  • Jacob Bartel

    Jacob Bartel

    Wealth AdvisorCRD 6291505

  • Jansen Davidson

    Jansen Davidson

    Wealth AdvisorCRD 7454804

  • John Payne

    John Payne

    Wealth AdvisorCRD 6112347

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 73

Active vs passive

$232M in ETFs

Passive

89%

$207M

Active

9%

$24.6M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 1-3 YEAR TREASURY BOND ETF (SHY)BlackRockPassiveShort Government$27.1M330,04811.69%
Unlock additional holdings →

Location

Primary office

Miamisburg, OH

Montgomery

Location

Miamisburg, OH

Headquartered in Miamisburg, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.

Metro area
Dayton-Springfield-Kettering, OH
Region
Midwest
County
Montgomery
Address
2955 Exchange Place Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Rightwealth Advisors, LLC

RIA

Miamisburg, OH

AUM $229MTEAM 4REPS 4

The Connor Group Fund Manager, LLC

RIA

Miamisburg, OH

AUM $494MTEAM 6REPS 3

Eubel Brady & Suttman

RIA

Miamisburg, OH

AUM $2.1BTEAM 34REPS 19

Spreng Capital Management, Inc.

RIA

Bucyrus, OH

AUM $300MTEAM 4REPS 3

Kovalcik & Geraghty Wealth Partners LLP

RIA

Upper Arlington, OH

AUM $299MTEAM 4REPS 2

Gatepass Capital, LLC

RIA

Independence, OH

AUM $299MTEAM 8REPS 5
More RIAs in Miamisburg →All Ohio RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth