|
⚲
|
| Keyboard |
| Birch Wealth Inc
✚
|
|
|---|---|
| CRD # | 304727 |
| SEC # | 801-121325 |
| CIK # | |
| AUM | 62.1 M (2026-05-14) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 315-795-2005 |
| Address | 205 W Court St Rome, NY 13440 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 157 | 25.3 |
| (b) Individuals (high net worth individuals) | 19 | 36.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 422 | 62.1 |
| By Discretionary | ||
| Discretionary | 422 | 62.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 422 | 62.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 62.1 | |
| Total | 422 | 62.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
SMP Financial Planning LLC
✚
|
64.4 M | |
|
Serenity Capital Advisors Inc
✚
|
NY | 64.3 M |
|
Wealthunite Advisors LLC
✚
|
NY | 63.1 M |
|
Seraphim Capital Management LLC
✚
|
63.0 M | |
|
Corinthian Partners Asset Management LLC
✚
|
NY | 62.9 M |
|
Mountain View Strategic Wealth LLC
✚
|
NY | 62.5 M |
|
Prince Financial Advisory LLC
✚
|
NY | 62.2 M |
|
Anchor Capital Management LLC
✚
|
NY | 61.2 M |
|
J Mandwelle Capital Strategies LLC
✚
|
60.9 M | |
|
R & R Financial Planners Inc
✚
|
NY | 60.1 M |