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| Birchcreek Wealth Management LLC
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|---|---|
| CRD # | 304207 |
| SEC # | 801-116914 |
| CIK # | 0001840341 |
| AUM | $255.3 M (2025-06-11) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 937-567-0646 |
| Address | 2955 Exchange Place Blvd Miami Township, OH 45342 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.2 | ||
| Microsoft Corp | 3.5 | ||
| Nvidia Corp | 3.3 | ||
| Amazon Com Inc | 2.2 | ||
| J P Morgan Chase & Co | 2.0 | ||
| Procter & Gamble Co | 1.7 | ||
| Alphabet Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 16.2 |
| (b) Individuals (high net worth individuals) | 112 | 226.1 |
| (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 | 5 | 13.0 |
| (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 | 181 | 255.3 |
| By Discretionary | ||
| Discretionary | 177 | 242.5 |
| Non-Discretionary | 4 | 12.8 |
| Total | 181 | 255.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 255.3 | |
| Total | 181 | 255.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001840341] |
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|---|---|---|
|
Bull Street Advisors LLC
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|
GA | 0.3 |
|
Huber Weakland & Associates Inc
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MD | 0.3 |
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RWQ Financial Management Services Inc
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0.3 | |
|
FIG Wealth LLC
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Wela Strategies Inc
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BURK Holdings LLC
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Cauble & Harre Wealth Management Inc
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Summit Investment Advisors Inc
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MD | 0.3 |
|
American Capital Advisory LLC
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ID | 0.3 |
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Fox Financial Inc
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PA | 0.3 |