# Birchcreek Wealth Management, LLC

> 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.

- CRD: 304207
- Filed as: BIRCHCREEK WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami Township, OH
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304207
- AdvisorCensus page: https://advisorcensus.com/firm/birchcreek-wealth-management-llc-miami-township-oh-304207

## Quick answers

**How is Birchcreek Wealth Management, LLC compensated?**
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).

**How much does Birchcreek Wealth Management, LLC charge?**
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); Hourly rate: $350 an hour (collaborative consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Birchcreek Wealth Management, LLC located?**
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).

**Is Birchcreek Wealth Management, LLC registered with the SEC or a state?**
Birchcreek Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304207.

**How much does Birchcreek Wealth Management, LLC manage?**
Birchcreek Wealth Management, LLC reports $300,102,308 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (96% discretionary).

**How have Birchcreek Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Birchcreek Wealth Management, LLC serve?**
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).

**Which custodians does Birchcreek Wealth Management, LLC use?**
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.

**Does Birchcreek 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 SEC record: https://adviserinfo.sec.gov/firm/summary/304207

**What changed in Birchcreek Wealth Management, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)

> 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 rate: $500 an hour (hourly financial planning services)

> 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 rate: $350 an hour (collaborative consulting services)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $300,102,308
- Discretionary: $289,195,322
- Non-discretionary: $10,906,986

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $39,132,637 |
| High net worth individuals | 89 | $249,534,985 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $11,434,686 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN, KY, OH, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Jacksonville, FL

### Websites listed on Form ADV (Item 1.I)
- birchcreekwealth.com
- Facebook @Birchcreekwealth
- LinkedIn @birchcreekwealth
- YouTube @BirchcreekWM

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $168,223,145 | 5 | July 26, 2021 |
| October 2022 | $197,266,959 | 4 | February 25, 2022 |
| October 2023 | $199,572,008 | 6 | April 19, 2023 |
| October 2024 | $279,333,739 | 6 | March 11, 2024 |
| October 2025 | $255,299,909 | 5 | June 11, 2025 |
| October 2026 | $300,102,308 | 5 | February 26, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $255,299,909 to $300,102,308 (+18%).
- Added an office in Jacksonville, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Birchcreek Wealth Management, LLC (CRD 304207): Form ADV filing data as of October 2026.