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Birchcreek Wealth Management
Birchcreek Wealth Management is an SEC-registered investment adviser in Miami Township, OH, since 2019. The firm manages $300 million in assets, with $289...
Birchcreek Wealth Management
Birchcreek Wealth Management is an SEC-registered investment adviser in Miami Township, OH, since 2019. The firm manages $300 million in assets, with $289 million on a discretionary basis. It has 5 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2019
Location
Region
North America
Country
United States
City
Miami Township
Corporate office
Dayton, OH, United States
Frequently asked questions
What is Birchcreek's investment approach?
Birchcreek uses a multi-asset approach spanning equities, fixed-income, and alternative investments, with tactical adjustments based on market conditions. The firm blends individual security selection with third-party model portfolios and external money-manager relationships, a structure visible in its public Form ADV disclosures.
Does Birchcreek manage institutional capital or only private wealth?
Birchcreek primarily manages private wealth for individuals, families, and trusts, supplemented by retirement-plan consulting for small-to-midsize businesses. There is no public evidence of institutional separate accounts or commingled fund vehicles offered to outside endowments or pensions.
Where is Birchcreek's client base concentrated?
The firm's operations are rooted in Dayton, Ohio, and the surrounding Miami Valley. The client base reflects the region's mix of industrial, manufacturing, and professional-services wealth, typical of Midwestern regional RIAs that serve concentrated local networks.
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