# Birch Point Wealth Management

Birch Point Wealth Management is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/briepio

## Regulatory record

- **CRD number:** 306596
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306596

## About

BIRCH POINT WEALTH MANAGEMENT LLC is a state-registered investment adviser in ROCKPORT, ME. The firm manages $41 million in assets, $39 million on a discretionary basis. It has 2 employee and 1 investment adviser.

## Questions

### Who manages Birch Point Wealth Management?

No principals, CIOs, or managing members are identified in public records. The firm's leadership structure is not disclosed.

### What investment strategy does Birch Point Wealth Management employ?

The firm has not publicly described an investment strategy, asset class focus, or stage preference. No portfolio companies or deals are documented.

### Does Birch Point Wealth Management make direct investments or commit to external funds?

No investment activity—direct or fund-based—has been reported. The firm's participation in external GPs or co-investments is unknown.

### Where is Birch Point Wealth Management headquartered?

Precise location details have not been made public. The firm is registered in the United States.

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Last updated: 2026-06-03T20:00:00.000Z

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