RIA Intel›Advisers›Maine›BIRCH POINT WEALTH MANAGEMENT LLC

BIRCH POINT WEALTH MANAGEMENT LLC

Advisory

ROCKPORT, ME

Data as of Jul 20, 2026 · Source: SEC Form ADV

Average account

$276K

across 149 accounts

AUM per adviser

$21M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 20, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$41M

Discretionary AUM$39M

Non-Discretionary AUM$3M

Discretionary %93.8%

Total Clients58

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InME, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

58 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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