Silver Birch Financial LLC
● SEC registered since 2026CRD 341785SEC# 801-136228
Reg. AUM
$399.5M
Employees
7
Accounts
949
Location
—
About Silver Birch Financial
Silver Birch Financial delivers personalized fiduciary wealth management for individuals, families, and businesses. It offers coordinated services spanning investment and tax planning, estate administration, trustee services, and organizational support.
Summary based on the firm’s website.
Silver Birch Financial LLC assets under management
Silver Birch Financial LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2026. It reports $399.5 million in regulatory assets under management and employs 7 people.
Silver Birch Financial LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Edward Dahlgren Daigneault | Chief Compliance Officer | Under 5% | 2026 |
| Matthew Perry Wootten Control | President | Over 75% | 2026 |
Frequently asked questions
How much does Silver Birch Financial LLC manage?
Silver Birch Financial LLC reports $399.5 million in regulatory assets under management on its Form ADV.
How many employees does Silver Birch Financial LLC have?
Silver Birch Financial LLC reports 7 employees.
Does Silver Birch Financial LLC disclose fund performance?
Silver Birch Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (802) 302-5122 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$399.5MNo change
Aug '26Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,369 advisers
EmployeesTop 51%
More than 49% of 16,804 advisers
Assets under management
$399.5Mregulatory AUM
Discretionary $396.3MNon-discretionary $3.2M