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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-28-2021
- Office Locations
- 2
Office Locations
About Birch Wealth Management
Birch Wealth Management is an independent RIA in Rome, NY serving retail clients, including entrepreneurs. The firm provides financial planning with investment planning and portfolio construction, plus tax planning, retirement plans, insurance, and business-succession guidance. Portfolios are implemented primarily with ETFs, with mutual funds, fixed income, and annuities used as appropriate, and the firm custodies at Charles Schwab.
Reported data analysis
What the numbers show
Between November 12, 2025 and May 14, 2026, reported AUM increased 25.0%, from $49.7M to $62.1M.
Across 5 reported observations, AUM increased 99.1% between October 13, 2022 and May 14, 2026, from $31.2M to $62.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 176 clients, or 88 clients per representative. That equates to $353.1K in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on May 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
IRIS LEE BUCZKOWSKI
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4582535
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MAXWELL MOORE
--
- CRD
- #7595664
Paige Nashton
--
- CRD
- #7695817
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,149,057 | $147,273 |
| Non-Discretionary | $0 | -- |
| Total | $62,149,057 | $147,273 |
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Separately Managed Accounts
SMA allocation detail is available
Birch Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.