Birchcreek Wealth Management, LLC

RIASEC RegisteredEst. 2019

Total AUM

$300M

Discretionary

$289M

96% of AUM

Avg account

$1.5M

Accounts

195

Employees

Advisory reps

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 registered investment adviser operating as an LLC and SEC-registered since 2019. The firm is owned by an individual and identifies as a capital allocator, managing assets for both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support, and the selection of outside advisers. Birchcreek charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm does not self-identify as an active ESG investor and is not listed as a multi-state adviser. Its business setup and service mix suggest a boutique RIA model that combines hands-on planning and portfolio management with the ability to allocate client capital to third-party managers.