BIRCH WEALTH, INC.
Doing business as BIRCH WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$62,149,057
Discretionary
$62,149,057
Non-discretionary
$0
Firm details
- CRD number
- 304727
- SEC file number
- 801-121325
- Main office
- ROME, NY, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.