# BIRCH WEALTH, INC.

BIRCH WEALTH, INC. of ROME, NY is an SEC-registered investment adviser.

## Registration

- CRD: 304727
- Type: SEC-registered investment adviser
- SEC file number: 801-121325
- Location: 205 W. COURT ST., ROME, NY, 13440
- Phone: 315-795-2005
- Latest filing: 2026-05-14
- Regulatory AUM: $62.1M
- Discretionary AUM: $62.1M
- Clients: 3
- Accounts: 422

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Iris Lee Buczkowski | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| BUCZKOWSKI IRIS LEE | PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304727/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304727/similar
- Related entities: https://search.stillhousedata.com/firm/304727/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304727

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.