CRD: 306596
Birch Point Wealth Management LLC
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- Custodian
- Altruist · Betterment · Inspira Financial Trust · LLC
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-13-2020
- Office Locations
- 1
Office Locations
About Birch Point Wealth Management LLC
Birch Point Wealth Management is a fee-only RIA led by Brie Pio, a CERTIFIED FINANCIAL PLANNER (CFP) professional, serving clients in Midcoast Maine and nationwide. The firm provides comprehensive financial planning and goals-based investment management across retirement, employer benefits/401(k), tax, estate, risk management, cash flow, and real estate, including planning for small business owners. Custody includes Altruist and Betterment; featured in the Wall Street Journal and Kiplinger.
Reported data analysis
What the numbers show
Of the latest reported AUM, 93.8% is discretionary and 6.2% is non-discretionary.
The firm reports 2 advisory representatives and 85 clients, or 42.5 clients per representative. That equates to $483.6K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on July 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
Brie Ellen Pio
Chief Compliance Officer, Managing Member, Principal
- CRD
- #5653200
- Ownership
- 75% or more
DAVID JAMES PIO
Chief Operations Officer
- CRD
- #2653049
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,545,375 | -- |
| Non-Discretionary | $2,559,069 | -- |
| Total | $41,104,444 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Birch Point Wealth Management LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.