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=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$399MItem 5.F on the latest filing (2026-08-14); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$396M

Private client RAUM

$391MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$133Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

949

Individual clients

105

High net worth clients

124

Custody, client assets

$158M

SEC number

801-136228

CRD

341785

Filings on the tape

4

First filed

Apr 17, 2026

Latest filed

Aug 14, 2026

Organised

Limited Liability Company, VT

Website

silverbirchfinancial.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a944c128-5811-b4cf-1cd3-bc7e946bd9af

First observed

Apr 17, 2026

Last observed

Aug 14, 2026 38 days 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.