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BIRCHCREEK WEALTH MANAGEMENT, LLC
CRD 304207 · SEC 801-116914
2955 EXCHANGE PLACE BLVD., SUITE 103, MIAMI TOWNSHIP, OH, 45342, United States
Phone
(937) 567-0646
Fax
(937) 250-1709
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$300.1M
Discretionary AUM
$289.2M
Team
5 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $39.1M |
| High net worth individuals | 89 | $249.5M |
| Pension/profit sharing plans | 7 | $11.4M |
States served
IN, KY, OH, TN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD