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Silver Birch Financial LLC

● SEC registered since 2026CRD 341785SEC# 801-136228
Export (members)
Reg. AUM
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Employees
1
Accounts
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Location
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Silver Birch Financial LLC assets under management

Silver Birch Financial LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2026. It employs 1 people.
www.silverbirchfinancial.comView on SEC.gov ↗

Silver Birch Financial LLC owners & executives

2 reported
NameTitleOwnershipSince
Matthew Edward Dahlgren Daigneault ControlChief Compliance OfficerUnder 5%2026
Matthew Perry Wootten ControlPresidentOver 75%2026

Frequently asked questions

How many employees does Silver Birch Financial LLC have?

Silver Birch Financial LLC reports 1 employees.

Does Silver Birch Financial LLC disclose fund performance?

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

Contact & registration

Phone(802) 302-5122
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo