Birchcreek Wealth Management, LLC
Birchcreek Wealth Management, LLC is an SEC-registered wealth manager in Miami Township, OH with $300.1M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Birchcreek Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304207, SEC 801-116914, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $300.1M (2026-02-26)
- Firm type
- Wealth Manager
- Location
- Miami Township, OH
- Employees
- 5
- Clients
- 198
- CRD
- 304207
- Ownership
- JOHNSON, DANIEL, A; Hatfield, Bryan; McDonald, Stephen, Glenn
How much AUM does Birchcreek Wealth Management, LLC have?
Birchcreek Wealth Management, LLC reported $300.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Birchcreek Wealth Management, LLC?
Disclosed owners and executives of Birchcreek Wealth Management, LLC include JOHNSON, DANIEL, A, Hatfield, Bryan, McDonald, Stephen, Glenn. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.