BIRCH WEALTH, INC.
Legal name: BIRCH WEALTH MANAGEMENT
CRD #304727 SEC #801-121325 ROME, NY 315-795-2005
SEC Registered
Total AUM
$49.7M
Discretionary
$49.7M
Employees
3
Clients
1
Accounts
398
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $49.7M | $49.7M | $0 | 3 | 0 |
| Feb 2025 | $49.7M | $49.7M | $0 | 3 | 0 |
| Nov 2024 | $38.3M | $38.3M | $0 | 2 | 0 |
| Aug 2024 | $38.3M | $38.3M | $0 | 2 | 0 |
| Feb 2024 | $38.3M | $38.3M | $0 | 2 | 0 |
| Mar 2023 | $31.8M | $31.8M | $0 | 3 | 0 |
| Oct 2022 | $31.2M | $31.2M | $0 | 2 | 0 |
| Mar 2022 | $31.2M | $31.2M | $0 | 2 | 0 |
| Apr 2021 | $26.3M | $26.3M | $0 | 2 | 0 |
| Oct 2019 | $286K | $286K | $0 | 1 | 0 |
| Oct 2019 | $286K | $286K | $0 | 1 | 0 |
| Aug 2019 | $0 | $0 | $0 | 1 | 0 |
| Jun 2019 | $0 | $0 | $0 | 1 | 0 |
DateNov 2025
Total AUM$49.7M
Discretionary$49.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$49.7M
Discretionary$49.7M
Non-Disc.$0
Employees3
Clients0
DateNov 2024
Total AUM$38.3M
Discretionary$38.3M
Non-Disc.$0
Employees2
Clients0
DateAug 2024
Total AUM$38.3M
Discretionary$38.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$38.3M
Discretionary$38.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$31.8M
Discretionary$31.8M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$31.2M
Discretionary$31.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$31.2M
Discretionary$31.2M
Non-Disc.$0
Employees2
Clients0
DateApr 2021
Total AUM$26.3M
Discretionary$26.3M
Non-Disc.$0
Employees2
Clients0
DateOct 2019
Total AUM$286K
Discretionary$286K
Non-Disc.$0
Employees1
Clients0
DateOct 2019
Total AUM$286K
Discretionary$286K
Non-Disc.$0
Employees1
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0