BIRCH WEALTH MANAGEMENT
BIRCH WEALTH, INC. Legal Name
Adviser information for BIRCH WEALTH MANAGEMENT last updated from Form ADV on February 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | New York, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 1 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 352 | $38.3M |
Non-Discretionary | 0 | $0 |
Total | 352 | $38.3M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 121 | $18.7M |
HNW Individuals | 10 | $19.6M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesADVISORY CONSULTING |
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Compensation | % of AUMHourly charges |
Identifiers
SEC RIA File Number | 801-121325 |
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SEC ERA File Number | 801-121325 |
SEC CIK Numbers | None |
SEC CRD Numbers | 304727 |
Legal Entity Identifier | None |
Principal Office
414 N. JAMES ST.SUITE C
ROME
NY
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 315-795-2005, Fax: 315-795-2053
Chief Compliance Officer
IRIS L. BUCZKOWSKI
PRESIDENT/CHIEF EXECUTIVE OFFICER
414 N. JAMES ST.
SUITE C
ROME
NY
United States
Tel:
315-795-2005
I***@**************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BUCZKOWSKI, IRIS, LEE | Individual | – | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | 05/2019 | > 75% |