|
⚲
|
| Keyboard |
| Birchcreek Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 304207 |
| SEC # | 801-116914 |
| CIK # | 0001840341 |
| AUM | 300.1 M (2026-02-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 937-567-0646 |
| Address | 2955 Exchange Place Blvd Miami Township, OH 45342 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.7 | ||
| Nvidia Corp | 3.0 | ||
| Intel Corp | 2.5 | ||
| Microsoft Corp | 2.4 | ||
| Amazon Com Inc | 2.0 | ||
| Alphabet Inc | 1.8 | ||
| J P Morgan Chase & Co | 1.7 | ||
| Procter & Gamble Co | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 39.1 |
| (b) Individuals (high net worth individuals) | 89 | 249.5 |
| (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 | 7 | 11.4 |
| (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 | 195 | 300.1 |
| By Discretionary | ||
| Discretionary | 191 | 289.2 |
| Non-Discretionary | 4 | 10.9 |
| Total | 195 | 300.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.1 | |
| Total | 195 | 300.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001840341] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cauble & Harre Wealth Management Inc
✚
|
MO | 300.6 M |
|
Transition Financial Advisors Group LLC
✚
|
300.6 M | |
|
Lifeinvest Wealth Management Ltd
✚
|
FL | 300.5 M |
|
Capital Wealth Alliance LLC
✚
|
AZ | 300.3 M |
|
Wealth Advisors Network Inc
✚
|
NE | 300.3 M |
|
Optimum Financial Services LLC
✚
|
MS | 300.2 M |
|
Cathy Pareto and Associates Inc
✚
|
FL | 300.1 M |
|
Monterey Wealth Partners LLC
✚
|
GA | 300.1 M |
|
Capital West Partners LLC
✚
|
AZ | 300.0 M |
|
Silver Oak Wealth Advisors Services LLC
✚
|
CA | 300.0 M |