# Birch Wealth Management

Birch Wealth Management is a RIA based in Rome, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Rome, United States
- **Region:** North America
- **Address:** Rome, NY, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** birchwealth.com
- **LinkedIn:** https://www.linkedin.com/company/birch-wealth-management

## Regulatory record

- **CRD number:** 304727
- **SEC file number:** 801-121325
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-14T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304727

## About

Birch Wealth Management was established in 2019 as a wealth manager and registered investment advisor in Rome, New York. The firm delivers portfolio management and tax planning services. It focuses on individuals and high-net-worth individuals. No additional offices or team size details are available. No recent operational events from the last 24 months are recorded. The firm maintains a standard RIA structure with no disclosed hybrid vehicles or succession arrangements.

## Questions

### What services does Birch Wealth Management provide?

The firm offers investment advisory services including portfolio management and tax planning.

### Who does Birch Wealth Management advise?

It advises individuals and high-net-worth individuals.

## Related profiles

- [Birchview Capital](https://altss.com/profile/birchview-capital)
- [Bird B. AG](https://altss.com/profile/bird-b-ag)

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

Canonical page: https://altss.com/profile/birch-wealth-management

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