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Birch Point Wealth Management LLC

Birch Point Wealth Management LLC. CRD 306596

Birch Point Wealth Management LLC logo

CRD: 306596

Birch Point Wealth Management LLC

Rockport, ME, 04856
2073704340
$41.1M Total AUM
$38.5M Disc. AUM
-- 3Y CAGR
1 Employees
85 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Altruist · Betterment · Inspira Financial Trust · LLC
Clients
Retail
Platforms
Radial foundation
Established Date
01-13-2020
Office Locations
1

Office Locations

18 Central Street Rockport ME

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.

Team overview

43 AVG AGE
$41.1M AVG AUM / ADVISOR
$483.6K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Alpha Pathway element

Client Personas

Oak

Custodian

Quantum catalyst

Fund Managers

Vector

Investment Themes

Vertex alpha Vertex Vital

Investment Vehicles

Signal

Services

Element Ridge Horizon ember Ember Wave legacy Element Quantum North element

Technology

Element value

Owner & Executives

Brie Ellen Pio

Brie Ellen Pio

Chief Compliance Officer, Managing Member, Principal

CRD
#5653200
Ownership
75% or more
(980) 776-6393
bridge.wave@embercapital.com
in linkedin.com/in/optima-crest

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

$41.1M Total SMA
Other:
45.3%
Public Funds:
36.0%
Cash:
18.7%
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%

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