BIRCHWOOD FINANCIAL PARTNERS, INC.
CRD #169962 SEC #801-79443 BLOOMINGTON, MN 952-885-9088
SEC Registered
Total AUM
$744M
Discretionary
$723.8M
Employees
15
Clients
10
Accounts
1,720
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $744M | $723.8M | $20.1M | 15 | 9 |
| Mar 2025 | $746.5M | $725.6M | $21M | 15 | 9 |
| Mar 2025 | $746.5M | $725.6M | $21M | 15 | 9 |
| Jan 2025 | $716.8M | $695.8M | $21M | 15 | 5 |
| Sep 2024 | $716.8M | $695.8M | $21M | 14 | 5 |
| Sep 2024 | $634.2M | $614M | $20.1M | 14 | 5 |
| Jun 2024 | $634.2M | $614M | $20.1M | 14 | 5 |
| Feb 2024 | $600.4M | $580.4M | $20M | 13 | 5 |
| Mar 2023 | $518.7M | $500.1M | $18.6M | 13 | 7 |
| Feb 2023 | $518.7M | $500.1M | $18.6M | 13 | 7 |
| Feb 2023 | $518.7M | $500.1M | $18.6M | 13 | 7 |
| Feb 2023 | $518.7M | $500.1M | $18.6M | 13 | 7 |
| Oct 2022 | $583.8M | $561.9M | $21.9M | 13 | 8 |
| Feb 2022 | $583.8M | $561.9M | $21.9M | 13 | 8 |
| Dec 2021 | $506.9M | $487.4M | $19.5M | 8 | 3 |
| May 2021 | $506.9M | $487.4M | $19.5M | 9 | 3 |
| Mar 2021 | $506.9M | $487.4M | $19.5M | 9 | 3 |
| Mar 2021 | $506.9M | $487.4M | $19.5M | 9 | 3 |
| Oct 2020 | $446.3M | $427.3M | $19M | 8 | 14 |
| Jul 2020 | $446.3M | $427.3M | $19M | 8 | 14 |
| Jun 2020 | $446.3M | $427.3M | $19M | 8 | 14 |
| May 2020 | $446.3M | $427.3M | $19M | 8 | 14 |
| Mar 2020 | $446.3M | $427.3M | $19M | 9 | 14 |
| Mar 2019 | $370.3M | $349.3M | $21M | 9 | 12 |
| Oct 2018 | $400.4M | $375.6M | $24.8M | 9 | 15 |
| Mar 2018 | $373.6M | $360M | $13.6M | 8 | 15 |
| Aug 2017 | $339.7M | $328.2M | $11.5M | 8 | 600 |
| Aug 2017 | $339.7M | $328.2M | $11.5M | 8 | 600 |
| Mar 2017 | $315.3M | $304.5M | $10.8M | 8 | 600 |
| Mar 2016 | $287.3M | $276M | $11.2M | 8 | 600 |
| Feb 2015 | $286.8M | $273.6M | $13.2M | 7 | 600 |
| Sep 2014 | $268.4M | $258.3M | $10M | 7 | 0 |
| Sep 2014 | $268.4M | $258.3M | $10M | 7 | 0 |
| Jul 2014 | $268.4M | $258.3M | $10M | 7 | 0 |
| Jul 2014 | $268.4M | $258.3M | $10M | 7 | 0 |
| May 2014 | $125M | $120.5M | $4.5M | 7 | 0 |
| May 2014 | $125M | $120.5M | $4.5M | 7 | 0 |
| May 2014 | $125M | $120.5M | $4.5M | 7 | 0 |
| Mar 2014 | $0 | $0 | $0 | 7 | 0 |
DateMay 2025
Total AUM$744M
Discretionary$723.8M
Non-Disc.$20.1M
Employees15
Clients9
DateMar 2025
Total AUM$746.5M
Discretionary$725.6M
Non-Disc.$21M
Employees15
Clients9
DateMar 2025
Total AUM$746.5M
Discretionary$725.6M
Non-Disc.$21M
Employees15
Clients9
DateJan 2025
Total AUM$716.8M
Discretionary$695.8M
Non-Disc.$21M
Employees15
Clients5
DateSep 2024
Total AUM$716.8M
Discretionary$695.8M
Non-Disc.$21M
Employees14
Clients5
DateSep 2024
Total AUM$634.2M
Discretionary$614M
Non-Disc.$20.1M
Employees14
Clients5
DateJun 2024
Total AUM$634.2M
Discretionary$614M
Non-Disc.$20.1M
Employees14
Clients5
DateFeb 2024
Total AUM$600.4M
Discretionary$580.4M
Non-Disc.$20M
Employees13
Clients5
DateMar 2023
Total AUM$518.7M
Discretionary$500.1M
Non-Disc.$18.6M
Employees13
Clients7
DateFeb 2023
Total AUM$518.7M
Discretionary$500.1M
Non-Disc.$18.6M
Employees13
Clients7
DateFeb 2023
Total AUM$518.7M
Discretionary$500.1M
Non-Disc.$18.6M
Employees13
Clients7
DateFeb 2023
Total AUM$518.7M
Discretionary$500.1M
Non-Disc.$18.6M
Employees13
Clients7
DateOct 2022
Total AUM$583.8M
Discretionary$561.9M
Non-Disc.$21.9M
Employees13
Clients8
DateFeb 2022
Total AUM$583.8M
Discretionary$561.9M
Non-Disc.$21.9M
Employees13
Clients8
DateDec 2021
Total AUM$506.9M
Discretionary$487.4M
Non-Disc.$19.5M
Employees8
Clients3
DateMay 2021
Total AUM$506.9M
Discretionary$487.4M
Non-Disc.$19.5M
Employees9
Clients3
DateMar 2021
Total AUM$506.9M
Discretionary$487.4M
Non-Disc.$19.5M
Employees9
Clients3
DateMar 2021
Total AUM$506.9M
Discretionary$487.4M
Non-Disc.$19.5M
Employees9
Clients3
DateOct 2020
Total AUM$446.3M
Discretionary$427.3M
Non-Disc.$19M
Employees8
Clients14
DateJul 2020
Total AUM$446.3M
Discretionary$427.3M
Non-Disc.$19M
Employees8
Clients14
DateJun 2020
Total AUM$446.3M
Discretionary$427.3M
Non-Disc.$19M
Employees8
Clients14
DateMay 2020
Total AUM$446.3M
Discretionary$427.3M
Non-Disc.$19M
Employees8
Clients14
DateMar 2020
Total AUM$446.3M
Discretionary$427.3M
Non-Disc.$19M
Employees9
Clients14
DateMar 2019
Total AUM$370.3M
Discretionary$349.3M
Non-Disc.$21M
Employees9
Clients12
DateOct 2018
Total AUM$400.4M
Discretionary$375.6M
Non-Disc.$24.8M
Employees9
Clients15
DateMar 2018
Total AUM$373.6M
Discretionary$360M
Non-Disc.$13.6M
Employees8
Clients15
DateAug 2017
Total AUM$339.7M
Discretionary$328.2M
Non-Disc.$11.5M
Employees8
Clients600
DateAug 2017
Total AUM$339.7M
Discretionary$328.2M
Non-Disc.$11.5M
Employees8
Clients600
DateMar 2017
Total AUM$315.3M
Discretionary$304.5M
Non-Disc.$10.8M
Employees8
Clients600
DateMar 2016
Total AUM$287.3M
Discretionary$276M
Non-Disc.$11.2M
Employees8
Clients600
DateFeb 2015
Total AUM$286.8M
Discretionary$273.6M
Non-Disc.$13.2M
Employees7
Clients600
DateSep 2014
Total AUM$268.4M
Discretionary$258.3M
Non-Disc.$10M
Employees7
Clients0
DateSep 2014
Total AUM$268.4M
Discretionary$258.3M
Non-Disc.$10M
Employees7
Clients0
DateJul 2014
Total AUM$268.4M
Discretionary$258.3M
Non-Disc.$10M
Employees7
Clients0
DateJul 2014
Total AUM$268.4M
Discretionary$258.3M
Non-Disc.$10M
Employees7
Clients0
DateMay 2014
Total AUM$125M
Discretionary$120.5M
Non-Disc.$4.5M
Employees7
Clients0
DateMay 2014
Total AUM$125M
Discretionary$120.5M
Non-Disc.$4.5M
Employees7
Clients0
DateMay 2014
Total AUM$125M
Discretionary$120.5M
Non-Disc.$4.5M
Employees7
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0