BIRCH WEALTH, INC.

BIRCH WEALTH, INC. of ROME, NY is an SEC-registered investment adviser (CRD 304727). Regulatory assets under management: $62.1M.

Registration

• CRD: 304727
• SEC file number: 801-121325
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304727 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search