BIRCHCREEK WEALTH MANAGEMENT, LLC
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
FINTRXOverview
Birchcreek Wealth Management, LLC is an independent, owner-operated RIA that provides financial planning and portfolio management to individuals, families and institutional clients. The firm acts as a capital allocator and offers advisory services that include selecting other managers, pension consulting, and tailored planning for individuals and small businesses. Compensation is primarily AUM-based, supplemented by hourly and fixed-fee arrangements. Birchcreek does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities73%
- Public Funds/Mutual Funds13%
- State & Local Bonds6%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Owners & executives
1 of 1DANIEL JOHNSON
CEO & Wealth AdvisorCRD 5169351
Contacts
2 of 2JACOB BARTEL
Wealth AdvisorCRD 6291505
JOHN PAYNE
Wealth AdvisorCRD 6112347
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$211M in ETFs
90%
$191M
8%
$20.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) | BlackRock | Passive | Short Government | $24.1M | 292,449 | 11.45% |
Location
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
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