B
$62.1M Total AUM
$62.1M Disc. AUM
23.5% 3Y CAGR
3 Employees
176 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-28-2021
- Office Locations
- 2
Office Locations
205 W. Court St. Rome NY
349 W Commercial ST Suite 3050 East Rochester NY
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.
Team overview
-- AVG AGE
$31.1M AVG AUM / ADVISOR
$353.1K AVG AUM / CLIENT
1.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Zenith
Client Personas
Ridge
Investment Themes
Timber quantum
Investment Vehicles
Insight
Services
Zenith Vital glacier Momentum matrix North Atlas Delta ridge Radial
Owner & Executives
IRIS LEE BUCZKOWSKI
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4582535
- Ownership
- 75% or more
(514) 367-5214
vital.bridge@insightcapital.com
in linkedin.com/in/eagle-north
Showing 1 of 1 owners & executives
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M
MAXWELL MOORE
--
- CRD
- #7595664
(963) 825-5073
focus.pathway@zenithcapital.com
in linkedin.com/in/pathway-catalyst
P
Paige Nashton
--
- CRD
- #7695817
(807) 816-6268
ridge.radial@elementcapital.com
in linkedin.com/in/atlas-glacier
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $62,149,057
Public Funds:
9.7% Equity - Exchange:
25.0% Cash:
36.0% Other:
29.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $684,715,610 | 9.7% |
| Equity - Exchange | $1,764,730,954 | 25.0% |
| Cash | $2,541,212,573 | 36.0% |
| Other | $2,068,264,677 | 29.3% |
| Total | $7,058,923,814 | 100.0% |