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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Hatfield, Bryan | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hatfield, Bryan | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hatfield, Bryan | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hatfield, Bryan | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hatfield, Bryan | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hatfield, Bryan | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, DANIEL, A | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, DANIEL, A | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, DANIEL, A | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, DANIEL, A | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, DANIEL, A | I | MANAGING MEMBER AND PRINCIPAL | E | Control |
| JOHNSON, DANIEL, A | I | MANAGING MEMBER AND PRINCIPAL | E | Control |
| JOHNSON, DANIEL, A | I | MANAGING MEMBER AND PRINCIPAL | E | Control |
| JOHNSON, DANIEL, A | I | MANAGING MEMBER AND PRINCIPAL | E | Control |
| JOHNSON, DANIEL, A | I | MANAGING MEMBER AND PRINCIPAL | E | Control |
| JOHNSON, DANIEL, A | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, DANIEL, A | I | MANAGING MEMBER AND PRINCIPAL | E | Control |
| JOHNSON, DANIEL, A | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, DANIEL, A | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, DANIEL, A | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, DANIEL, A | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, DANIEL, A | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, DANIEL, A | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, DANIEL, A | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| McDonald, Stephen, Glenn | I | MANAGING MEMBER AN CHIEF COMPLIANCE OFFICER | E | Control |
| McDonald, Stephen, Glenn | I | MANAGING MEMBER AN CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 11, 2025 REGISTERED
Notice Filings (7)
FL IN KY OH TN TX WI
Address
2955 EXCHANGE PLACE BLVD.SUITE 103
MIAMI TOWNSHIP, OH 45342
United States
Phone: (937) 567-0646