CRD: 306596
Birch Point Wealth Management LLC
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- Custodian
- Altruist · Betterment · Inspira Financial Trust · LLC
- Clients
- Retail
- Platforms
- Radial foundation
- 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.
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Owner & Executives
Brie Ellen Pio
Chief Compliance Officer, Managing Member, Principal
- CRD
- #5653200
- Ownership
- 75% or more
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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
Total SMA Asset: $41,104,444
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $2,420,141,595 | 45.3% |
| Public Funds | $1,923,291,334 | 36.0% |
| Cash | $999,042,998 | 18.7% |
| Total | $5,342,475,927 | 100.0% |