This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$62.1MItem 5.F on the latest filing (2026-05-14); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$62.1M

Private client RAUM

$62.1MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$31.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

422

Individual clients

157

High net worth clients

19

SEC number

801-121325

CRD

304727

Filings on the tape

15

First filed

Jun 25, 2019

Latest filed

May 14, 2026

Organised

Corporation, NY

• Occurred

  Jun 25, 2019
  First Form ADV filing

  Birch Wealth Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2d588ced-1bdd-ad06-3852-e0cbf34a0f58

First observed

Jun 25, 2019

Last observed

May 14, 2026 4 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.