Birch Wealth, Inc.
● SEC registered since 2021CRD 304727SEC# 801-121325Rome, NY
Reg. AUM
$62.1M
Employees
3
Accounts
422
Location
Rome, NY
Birch Wealth, Inc. assets under management
Birch Wealth, Inc. is a registered investment adviser overseen by the SEC based in Rome, NY. The firm has been registered since 2021. It reports $62.1 million in regulatory assets under management and employs 3 people.
Birch Wealth, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Iris Lee Buczkowski Control | President/Chief Executive Officer/Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Birch Wealth, Inc. manage?
Birch Wealth, Inc. reports $62.1 million in regulatory assets under management on its Form ADV.
How many employees does Birch Wealth, Inc. have?
Birch Wealth, Inc. reports 3 employees.
Where is Birch Wealth, Inc. located?
Birch Wealth, Inc. is based in Rome, NY and has been SEC-registered since 2021.
Does Birch Wealth, Inc. disclose fund performance?
Birch Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 205 W. Court St., Rome, NY 13440 |
| Phone | 315-795-2005 |
| Fax | 315-795-2053 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$62.1M▲ 25%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$62.1Mregulatory AUM
Discretionary $62.1M