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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BIRCHCREEK WEALTH MANAGEMENT, LLC

CRD 304207

MIAMI TOWNSHIP, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cdfbefe3-b316-a72f-b03f-e66d5195823d

Data as of Feb 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 6
On other graphs: 0
Observed: Jun 6, 2019 to Feb 26, 2026
21 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $300MItem 5.F on the latest filing (2026-02-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $289M
Private client RAUM: $289MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $60.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 195
Individual clients: 102
High net worth clients: 89
Custody, client assets: $60.4M
SEC number: 801-116914
CRD: 304207
Filings on the tape: 21
First filed: Jun 6, 2019
Latest filed: Feb 26, 2026
Organised: Limited Liability Company, OH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANIEL A JOHNSON	Certified Financial Planner	MIAMI TOWNSHIP, OH	7	18	2	no
JACOB DOMINICK BARTEL	Certified Financial Planner	JACKSONVILLE, FL \| MIAMI TOWNSHIP, OH	3	13	1	no
JOHN S PAYNE	Certified Financial Planner	MIAMI TOWNSHIP, OH	3	13	1	no
Jansen Kelly Davidson	Certified Financial Planner	MIAMI TOWNSHIP, OH	0	11	2	no
Alexander George Benson	n/a	MIAMI TOWNSHIP, OH	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JOHNSON, DANIEL, A	MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	E	yes	08/2019	Aug 2, 2019	Mar 11, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 26, 2026	$300M	$289M	5	3	1	n/a	n/a
2024	Feb 19, 2025	$255M	$242M	5	3	0	n/a	n/a
2023	Mar 11, 2024	$279M	$268M	6	4	0	n/a	n/a
2022	Mar 1, 2023	$200M	$193M	6	4	0	n/a	n/a
2021	Jan 31, 2022	$197M	$189M	4	2	0	n/a	n/a
2020	Feb 11, 2021	$168M	$159M	5	3	0	n/a	n/a
2019	Mar 5, 2020	$116M	$105M	3	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$300M	$255M	17.5%	$200M	14.6%	5	5	1	0

Relationships

Registered with (7)

← Alexander George BensonAdvisorregistration: current employment
Sep 8, 2026 to presentfactForm ADV
← Jansen Kelly DavidsonAdvisorregistration: current employment
Aug 14, 2026 to presentfactForm ADV
← JOHN S PAYNEAdvisorregistration: current employment
Feb 8, 2023 to presentfactForm ADV
← JACOB DOMINICK BARTELAdvisorregistration: current employment
Jan 20, 2023 to presentfactForm ADV
← DANIEL A JOHNSONAdvisorregistration: current employment
Aug 2, 2019 to presentfactForm ADV
← MATTHEW MICHAEL WILLAdvisorregistration: previous registration
Mar 17, 2020 to Jul 1, 2024factForm ADV
← Bryan HatfieldAdvisorregistration: previous registration
Mar 3, 2020 to Jul 26, 2021factForm ADV

Controls (1)

← JOHNSON, DANIEL, AOwnerMANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Aug 2, 2019 to Mar 11, 2024factForm ADV

Dated events

Occurred
Jul 1, 2024
Advisor changed firm
Matthew Michael Will left Birchcreek Wealth Management, Llc for Wealth Accel (registered 2024-05-08)
Form ADVobserved 6 days ago
Occurred
Jul 26, 2021
Control person left
Bryan Hatfield (Chief Compliance Officer) no longer on Schedule A of Birchcreek Wealth Management, Llc (listed 2021-06-30, absent 2021-07-26)
Form ADVobserved 6 days ago
Occurred
Mar 5, 2020
Control person joined
Bryan Hatfield (Chief Compliance Officer) appeared on Schedule A of Birchcreek Wealth Management, Llc
Form ADVobserved 6 days ago
Occurred
Aug 2, 2019
Control person left
Glenn Stephen Mcdonald (Managing Member An Chief Compliance Officer) no longer on Schedule A of Birchcreek Wealth Management, Llc (listed 2019-07-03, absent 2019-08-02)
Form ADVobserved 6 days ago
Occurred
Aug 2, 2019
Control person joined
A Daniel Johnson (Managing Member, Principal And Chief Compliance Officer) appeared on Schedule A of Birchcreek Wealth Management, Llc
Form ADVobserved 6 days ago
Occurred
Jun 6, 2019
First Form ADV filing
Birchcreek Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cdfbefe3-b316-a72f-b03f-e66d5195823d
First observed: Jun 6, 2019
Last observed: Feb 26, 2026 6 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.

BIRCHCREEK WEALTH MANAGEMENT, LLC

CRD 304207

MIAMI TOWNSHIP, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cdfbefe3-b316-a72f-b03f-e66d5195823d

Data as of Feb 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:19 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANIEL A JOHNSON

Certified Financial Planner

MIAMI TOWNSHIP, OH

JACOB DOMINICK BARTEL

Certified Financial Planner

JACKSONVILLE, FL | MIAMI TOWNSHIP, OH

JOHN S PAYNE

Certified Financial Planner

MIAMI TOWNSHIP, OH

Jansen Kelly Davidson

Certified Financial Planner

MIAMI TOWNSHIP, OH

Alexander George Benson

n/a

MIAMI TOWNSHIP, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JOHNSON, DANIEL, A

MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER

yes

08/2019

Aug 2, 2019

Mar 11, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 26, 2026

$300M

$289M

n/a

2024

Feb 19, 2025

$255M

$242M

n/a

2023

Mar 11, 2024

$279M

$268M

n/a

2022

Mar 1, 2023

$200M

$193M

n/a

2021

Jan 31, 2022

$197M

$189M

n/a

2020

Feb 11, 2021

$168M

$159M

n/a

2019

Mar 5, 2020

$116M

$105M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$300M

$255M

17.5%

$200M

14.6%