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Birchcreek Wealth Management, LLC

● SEC registered since 2019CRD 304207SEC# 801-116914Miami Township, OH
Export (members)
Reg. AUM
$255.3M
Employees
5
Accounts
181
Location
Miami Township, OH

Birchcreek Wealth Management, LLC assets under management

Birchcreek Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Miami Township, OH. The firm has been registered since 2019. It reports $255.3 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/birchcreekwealthView on SEC.gov ↗

Birchcreek Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Daniel A Johnson ControlManaging Member, Principal And Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Birchcreek Wealth Management, LLC manage?

Birchcreek Wealth Management, LLC reports $255.3 million in regulatory assets under management on its Form ADV.

How many employees does Birchcreek Wealth Management, LLC have?

Birchcreek Wealth Management, LLC reports 5 employees.

Where is Birchcreek Wealth Management, LLC located?

Birchcreek Wealth Management, LLC is based in Miami Township, OH and has been SEC-registered since 2019.

Does Birchcreek Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address2955 Exchange Place Blvd., Suite 103, Miami Township, OH 45342
Phone(937) 567-0646
Fax(937) 250-1709
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$242.5M
Non-discretionary$12.8M
Total (RAUM)$255.3M