# Birch Point Wealth Management LLC

> Birch Point Wealth Management LLC is a state-registered investment advisory firm in Rockport, ME, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 20, 2026.

- CRD: 306596
- Filed as: BIRCH POINT WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rockport, ME
- Filing period: October 2026
- Form ADV filing dated: July 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306596
- AdvisorCensus page: https://advisorcensus.com/firm/birch-point-wealth-management-llc-rockport-me-306596

## Quick answers

**How is Birch Point Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Birch Point Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Birch Point Wealth Management LLC located?**
Birch Point Wealth Management LLC's principal office is in Rockport, ME, according to its Form ADV.

**Is Birch Point Wealth Management LLC registered with the SEC or a state?**
Birch Point Wealth Management LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306596.

**How much does Birch Point Wealth Management LLC manage?**
Birch Point Wealth Management LLC reports $41,104,444 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (94% discretionary).

**What types of clients does Birch Point Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (23).

**Does Birch Point Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306596

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $41,104,444
- Discretionary: $38,545,375
- Non-discretionary: $2,559,069

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $13,413,588 |
| High net worth individuals | 23 | $27,690,856 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ME
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [birchpointwealth.net](https://birchpointwealth.net)
- LinkedIn @briepio

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Birch Point Wealth Management LLC (CRD 306596): Form ADV filing data as of October 2026.