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BIRCH POINT WEALTH MANAGEMENT LLC
CRD 306596
18 CENTRAL STREET, ROCKPORT, ME, 04856, United States
Phone
(207) 370-4340
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$41.1M
Discretionary AUM
$38.5M
Team
1 total employees; 1 advisory reps; 27 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $13.4M |
| High net worth individuals | 23 | $27.7M |
All web addresses on file
Official SEC filing: View on IAPD