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BIRCH WEALTH MANAGEMENT
BIRCH WEALTH, INC.
CRD 304727 · SEC 801-121325
205 W. COURT ST., ROME, NY, 13440, United States
Phone
315-795-2005
Fax
315-795-2053
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$62.1M
Discretionary AUM
$62.1M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 157 | $25.3M |
| High net worth individuals | 19 | $36.9M |
States served
NY, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD