# Birchcreek Wealth Management

Birchcreek Wealth Management is a Bank / Wealth / Trust based in Miami Township, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Miami Township, United States
- **Region:** North America
- **Address:** Dayton, OH, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** birchcreekwealth.com
- **LinkedIn:** https://www.linkedin.com/company/birchcreekwealth

## Regulatory record

- **CRD number:** 304207
- **SEC file number:** 801-116914
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-26T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304207

## About

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.

## 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.

## Related profiles

- [BIP Ventures](https://altss.com/profile/bip-ventures)
- [Birch Hill Equity Partners](https://altss.com/profile/birch-hill-equity-partners)

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

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