RIA Intel›Advisers›New York›BIRCH WEALTH, INC.

BIRCH WEALTH, INC.

Advisory

N·ROME, NY

Data as of Feb 26, 2026 · Source: SEC Form ADV

Total AUM
$62M
1-Year AUM Growth
0.0%
3-Year CAGR
+11.2%
Employees
2
Assets Under Management
Total AUM$62M
Discretionary AUM$62M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients174
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record11
First FilingJun 25, 2019
Latest FilingFeb 26, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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