Birch Wealth Management
Birch Wealth Management is an SEC-registered mass-market adviser in Rome, NY with $62.1M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Birch Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304727, SEC 801-121325, data through 2026-05-14.
- AUM (assets under management / regulatory AUM)
- $62.1M (2026-05-14)
- Firm type
- Mass-Market Adviser
- Location
- Rome, NY
- Employees
- 3
- Clients
- 176
- CRD
- 304727
- Ownership
- BUCZKOWSKI, IRIS, LEE
How much AUM does Birch Wealth Management have?
Birch Wealth Management reported $62.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-14).
Who owns Birch Wealth Management?
Disclosed owners and executives of Birch Wealth Management include BUCZKOWSKI, IRIS, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.