Birchcreek Wealth Management, LLC
● SEC registered since 2019CRD 304207SEC# 801-116914Miami Township, OH
Reg. AUM
$300.1M
Employees
5
Accounts
195
Location
Miami Township, OH
Birchcreek Wealth Management, LLC assets under management
Birchcreek Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Miami Township, OH. The firm has been registered since 2019. It reports $300.1 million in regulatory assets under management and employs 5 people.
Birchcreek Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel A Johnson Control | Managing Member, Principal And Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Birchcreek Wealth Management, LLC manage?
Birchcreek Wealth Management, LLC reports $300.1 million in regulatory assets under management on its Form ADV.
How many employees does Birchcreek Wealth Management, LLC have?
Birchcreek Wealth Management, LLC reports 5 employees.
Where is Birchcreek Wealth Management, LLC located?
Birchcreek Wealth Management, LLC is based in Miami Township, OH and has been SEC-registered since 2019.
Does Birchcreek Wealth Management, LLC disclose fund performance?
Birchcreek Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2955 Exchange Place Blvd., Suite 103, Miami Township, OH 45342 |
| Phone | (937) 567-0646 |
| Fax | (937) 250-1709 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$300.1M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$300.1Mregulatory AUM
Discretionary $289.2MNon-discretionary $10.9M