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BIRCHCREEK WEALTH MANAGEMENT, LLC

MIAMI TOWNSHIP, OH · CRD 304207 · IAPD ↗ · (937) 567-0646

$300.1MRegulatory AUM
3Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — BIRCHCREEK WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
March 2025 — BIRCHCREEK WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — BIRCHCREEK WEALTH MANAGEMENT, LLC reported RAUM up 40% ($199.6M -> $279.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.