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BIRCHCREEK WEALTH MANAGEMENT, LLC
Investment Advice|MIAMI TOWNSHIP, OH
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$255.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 242.5M |
| Non-Discretionary | 12.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 304207 |
| SEC Number | 801-116914 |
| Street Address | 2955 EXCHANGE PLACE BLVD. |
| Street Address 2 | SUITE 103 |
| Location | MIAMI TOWNSHIP, OH 45342 |
| Country | United States |
| Phone | (937) 567-0646 |
| Fax | (937) 250-1709 |
| Total Employees | 5 |
Client Count by Type (182 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 112 |
| Individuals (other than H… | 65 |
| Pension/Profit Sharing Pl… | 5 |
County data not available for this organization.