BIRCHCREEK WEALTH MANAGEMENT, LLC
CRD #304207 SEC #801-116914 MIAMI TOWNSHIP, OH (937) 567-0646
SEC Registered
Total AUM
$255.3M
Discretionary
$242.5M
Employees
5
Clients
251
Accounts
181
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $255.3M | $242.5M | $12.8M | 5 | 0 |
| Feb 2025 | $255.3M | $242.5M | $12.8M | 5 | 0 |
| Mar 2024 | $279.3M | $267.9M | $11.5M | 6 | 0 |
| Apr 2023 | $199.6M | $193.4M | $6.2M | 6 | 0 |
| Mar 2023 | $199.6M | $193.4M | $6.2M | 6 | 0 |
| Feb 2022 | $197.3M | $189.5M | $7.8M | 4 | 0 |
| Jan 2022 | $197.3M | $189.5M | $7.8M | 4 | 0 |
| Jul 2021 | $168.2M | $159.5M | $8.7M | 5 | 0 |
| Jun 2021 | $168.2M | $159.5M | $8.7M | 5 | 0 |
| Feb 2021 | $168.2M | $159.5M | $8.7M | 5 | 0 |
| May 2020 | $116.1M | $105.2M | $10.9M | 3 | 0 |
| Apr 2020 | $116.1M | $105.2M | $10.9M | 3 | 0 |
| Mar 2020 | $116.1M | $105.2M | $10.9M | 3 | 0 |
| Mar 2020 | $116.1M | $105.2M | $10.9M | 3 | 0 |
| Oct 2019 | $103M | $103M | $0 | 1 | 0 |
| Aug 2019 | $0 | $0 | $0 | 1 | 0 |
| Aug 2019 | $0 | $0 | $0 | 1 | 0 |
| Jul 2019 | $0 | $0 | $0 | 1 | 0 |
| Jun 2019 | $0 | $0 | $0 | 1 | 0 |
DateJun 2025
Total AUM$255.3M
Discretionary$242.5M
Non-Disc.$12.8M
Employees5
Clients0
DateFeb 2025
Total AUM$255.3M
Discretionary$242.5M
Non-Disc.$12.8M
Employees5
Clients0
DateMar 2024
Total AUM$279.3M
Discretionary$267.9M
Non-Disc.$11.5M
Employees6
Clients0
DateApr 2023
Total AUM$199.6M
Discretionary$193.4M
Non-Disc.$6.2M
Employees6
Clients0
DateMar 2023
Total AUM$199.6M
Discretionary$193.4M
Non-Disc.$6.2M
Employees6
Clients0
DateFeb 2022
Total AUM$197.3M
Discretionary$189.5M
Non-Disc.$7.8M
Employees4
Clients0
DateJan 2022
Total AUM$197.3M
Discretionary$189.5M
Non-Disc.$7.8M
Employees4
Clients0
DateJul 2021
Total AUM$168.2M
Discretionary$159.5M
Non-Disc.$8.7M
Employees5
Clients0
DateJun 2021
Total AUM$168.2M
Discretionary$159.5M
Non-Disc.$8.7M
Employees5
Clients0
DateFeb 2021
Total AUM$168.2M
Discretionary$159.5M
Non-Disc.$8.7M
Employees5
Clients0
DateMay 2020
Total AUM$116.1M
Discretionary$105.2M
Non-Disc.$10.9M
Employees3
Clients0
DateApr 2020
Total AUM$116.1M
Discretionary$105.2M
Non-Disc.$10.9M
Employees3
Clients0
DateMar 2020
Total AUM$116.1M
Discretionary$105.2M
Non-Disc.$10.9M
Employees3
Clients0
DateMar 2020
Total AUM$116.1M
Discretionary$105.2M
Non-Disc.$10.9M
Employees3
Clients0
DateOct 2019
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees1
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0