Adviser Profile

As of Date 05/14/2026
Registration SEC, Approved, 05/28/2021
Other registrations (1)
Former registrations

BIRCH WEALTH, INC.

ADV Location ROME, NY, United States
Contact Info 315 xxxxxxx
Websites
AUM* 62,149,057 62%
of that, discretionary 62,149,057 62%
Number of Employees 3 50%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 147,273 35%
% High Net Worth 10.80% 41%
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

62M 53M 44M 36M 27M 18M 9M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees