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Birch Wealth, Inc.

● SEC registered since 2021CRD 304727SEC# 801-121325Rome, NY
Export (members)
Reg. AUM
$49.7M
Employees
3
Accounts
398
Location
Rome, NY

Birch Wealth, Inc. assets under management

Birch Wealth, Inc. is a registered investment adviser overseen by the SEC based in Rome, NY. The firm has been registered since 2021. It reports $49.7 million in regulatory assets under management and employs 3 people.
www.facebook.com/birchwealth/?ref=bookmarksView on SEC.gov ↗

Birch Wealth, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Iris Lee Buczkowski ControlPresident/Chief Executive Officer/Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Birch Wealth, Inc. manage?

Birch Wealth, Inc. reports $49.7 million in regulatory assets under management on its Form ADV.

How many employees does Birch Wealth, Inc. have?

Birch Wealth, Inc. reports 3 employees.

Where is Birch Wealth, Inc. located?

Birch Wealth, Inc. is based in Rome, NY and has been SEC-registered since 2021.

Does Birch Wealth, Inc. disclose fund performance?

Birch Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address205 W. Court St., Rome, NY 13440
Phone315-795-2005
Fax315-795-2053
Office hours8:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$49.7M
Non-discretionary$0
Total (RAUM)$49.7M