{
  "crd_number": 304207,
  "slug": "birchcreek-wealth-management-llc-miami-township-oh-304207",
  "primary_business_name": "BIRCHCREEK WEALTH MANAGEMENT, LLC",
  "legal_name": "BIRCHCREEK WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Miami Township",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "19430",
  "metro": {
    "cbsa_code": "19430",
    "common_name": "Dayton",
    "msa_name": "Dayton-Kettering-Beavercreek, OH",
    "path": "/advisors/oh/dayton"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-07-03",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-02-26",
  "carried_forward": false,
  "raum_total": 300102308.0,
  "raum_discretionary": 289195322.0,
  "raum_non_discretionary": 10906986.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 39132637.0,
      "count": 102
    },
    "pension_profit_sharing": {
      "raum": 11434686.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 249534985.0,
      "count": 89
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IN",
    "KY",
    "OH",
    "TN",
    "TX",
    "WI"
  ],
  "websites": [
    "https://birchcreekwealth.com",
    "https://facebook.com/Birchcreekwealth",
    "https://linkedin.com/company/birchcreekwealth",
    "https://youtube.com/@BirchcreekWM"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304207",
  "city_as_filed": "MIAMI TOWNSHIP",
  "url": "https://advisorcensus.com/firm/birchcreek-wealth-management-llc-miami-township-oh-304207",
  "display_name": "Birchcreek Wealth Management, LLC",
  "summary": "Birchcreek Wealth Management, LLC is an SEC-registered investment advisory firm in Miami Township, OH, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.",
  "citation": "AdvisorCensus. Birchcreek Wealth Management, LLC (CRD 304207): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Birchcreek Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Birchcreek Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Birchcreek Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 26, 2026 states: Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it); Hourly rate: $500 an hour (hourly financial planning services); Flat fee: up to $50,000 a year (fixed fee financial planning services); Hourly rate: $350 an hour (collaborative consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Birchcreek Wealth Management, LLC located?",
      "a": "Birchcreek Wealth Management, LLC's principal office is in Miami Township, OH, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Birchcreek Wealth Management, LLC registered with the SEC or a state?",
      "a": "Birchcreek Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304207."
    },
    {
      "q": "How much does Birchcreek Wealth Management, LLC manage?",
      "a": "Birchcreek Wealth Management, LLC reports $300,102,308 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (96% discretionary)."
    },
    {
      "q": "How have Birchcreek Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Birchcreek Wealth Management, LLC: Regulatory assets under management: $168,223,145 in the October 2021 data and $300,102,308 in the October 2026 data, up 78%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Birchcreek Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (102); high net worth individuals (89); pension and profit sharing plans (but not the plan participants or government pension plans) (7)."
    },
    {
      "q": "Which custodians does Birchcreek Wealth Management, LLC use?",
      "a": "Birchcreek Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Birchcreek Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304207"
    },
    {
      "q": "What changed in Birchcreek Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $255,299,909 to $300,102,308 (+18%). Added an office in Jacksonville, FL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 168223145.0,
      "total_employees": 5,
      "filing_date": "2021-07-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 197266959.0,
      "total_employees": 4,
      "filing_date": "2022-02-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 199572008.0,
      "total_employees": 6,
      "filing_date": "2023-04-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 279333739.0,
      "total_employees": 6,
      "filing_date": "2024-03-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 255299909.0,
      "total_employees": 5,
      "filing_date": "2025-06-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 300102308.0,
      "total_employees": 5,
      "filing_date": "2026-02-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $255,299,909 to $300,102,308 (+18%).",
        "Added an office in Jacksonville, FL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $500 an hour (hourly financial planning services)",
      "Flat fee: up to $50,000 a year (fixed fee financial planning services)",
      "Hourly rate: $350 an hour (collaborative consulting services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Fees range from 0.25% to 1.50% annually based on several factors, including the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (hourly financial planning services)"
        ],
        "quotes": [
          "Hourly engagements are billed at a rate of up to $500 per hour. Fixed fees are negotiated based on the scope and complexity of the services to be provided and range up to $50,000 annually payable monthly in arrears."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $50,000 a year (fixed fee financial planning services)"
        ],
        "quotes": [
          "Hourly engagements are billed at a rate of up to $500 per hour. Fixed fees are negotiated based on the scope and complexity of the services to be provided and range up to $50,000 annually payable monthly in arrears."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $350 an hour (collaborative consulting services)"
        ],
        "quotes": [
          "Birchcreek Wealth’s collaborative consulting services requires an initial retainer fee of $2,500, from which the Advisor bills at an hourly rate of $350 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        1.5
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "hourly financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 50000.0,
          "period": "annual",
          "service": "fixed fee financial planning services"
        },
        {
          "kind": "hourly",
          "amount": 350.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "collaborative consulting services"
        }
      ]
    },
    "quotes": [
      "Fees range from 0.25% to 1.50% annually based on several factors, including the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor.",
      "Hourly engagements are billed at a rate of up to $500 per hour. Fixed fees are negotiated based on the scope and complexity of the services to be provided and range up to $50,000 annually payable monthly in arrears.",
      "Hourly engagements are billed at a rate of up to $500 per hour. Fixed fees are negotiated based on the scope and complexity of the services to be provided and range up to $50,000 annually payable monthly in arrears.",
      "Birchcreek Wealth’s collaborative consulting services requires an initial retainer fee of $2,500, from which the Advisor bills at an hourly rate of $350 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/birchcreek-wealth-management-llc-miami-township-oh-304207.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 102,
      "fewer_than_5": false,
      "raum": 39132637.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 89,
      "fewer_than_5": false,
      "raum": 249534985.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 11434686.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304207",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}