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
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 12, 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 |
|---|---|---|---|---|
| BUCZKOWSKI, IRIS, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BUCZKOWSKI, IRIS, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BUCZKOWSKI, IRIS, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BUCZKOWSKI, IRIS, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BUCZKOWSKI, IRIS, LEE | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| BUCZKOWSKI, IRIS, LEE | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| BUCZKOWSKI, IRIS, LEE | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| BUCZKOWSKI, IRIS, LEE | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| BUCZKOWSKI, IRIS, LEE | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| BUCZKOWSKI, IRIS, LEE | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| BUCZKOWSKI, IRIS, LEE | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| BUCZKOWSKI, IRIS, LEE | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| BUCZKOWSKI, IRIS, LEE | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 12, 2025 REGISTERED
Notice Filings (4)
FL NY TX WA
Address
205 W. COURT ST.ROME, NY 13440
United States
Phone: 315-795-2005