Silver Birch Financial LLC
● SEC registered since 2026CRD 341785SEC# 801-136228
Reg. AUM
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Employees
1
Accounts
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Location
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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 employs 1 people.
Silver Birch Financial LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Edward Dahlgren Daigneault Control | Chief Compliance Officer | Under 5% | 2026 |
| Matthew Perry Wootten Control | President | Over 75% | 2026 |
Frequently asked questions
How many employees does Silver Birch Financial LLC have?
Silver Birch Financial LLC reports 1 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 |
How this firm compares
EmployeesTop 94%
More than 6% of 16,825 advisers