CRD: 304207
Birchcreek Wealth Management, LLC
$300.1M Total AUM
$289.2M Disc. AUM
-- 3Y CAGR
5 Employees
198 ADV. Clients
7 yrs Firm Age
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- Custodian
- Fidelity/NFS · Merrill Lynch · UBS
- Clients
- Retail and Institutional
- Platforms
- MatrixOptima +more
- Established Date
- 07-03-2019
- Office Locations
- 2
Office Locations
2955 Exchange Place Blvd. Suite 103 Miami Township OH
3955 Riverside AVE Suite 203 Jacksonville FL
About Birchcreek Wealth Management, LLC
Birchcreek Wealth Management provides tailored financial planning and investment management for families, including multi-generational households and retirees. The team follows a defined planning and portfolio-management process and publishes retirement and tax-planning resources. Portfolios emphasize ETFs alongside public funds and taxable/municipal fixed income, with client assets custodied in part at Fidelity/NFS.
Team overview
38 AVG AGE
$100.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
4.6 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Prime Vector ridge Focus Eagle
Client Personas
Optima Ridge beacon Peak summit
Custodian
North vector Value Crest Quantum
Investment Themes
Harbor ridge Meridian
Investment Vehicles
Foundation radial
Platform
Harbor focus
Services
Crest ridge Radial summit Ridge beacon Element Wave element Vertex Capital north Momentum Frontier Summit capital
Technology
Radial focus Bridge Bridge eagle Zenith momentum
Owner & Executives
DANIEL A JOHNSON
Chief Compliance Officer, Managing Member, PRINCIPAL, Wealth Advisor
- CRD
- #5169351
- Ownership
- 75% or more
(633) 261-2981
optima.alpha@zenithcapital.com
in linkedin.com/in/peak-momentum
Showing 1 of 1 owners & executives
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J
JACOB DOMINICK BARTEL
--
- CRD
- #6291505
(539) 248-6337
unison.vertex@zenithcapital.com
in linkedin.com/in/radial-meridian
J
JOHN S PAYNE
Wealth Management Advisor
- CRD
- #6112347
(883) 355-8458
glacier.vector@frontiercapital.com
in linkedin.com/in/peak-zenith
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $289,195,322 | $1,514,112 |
| Non-Discretionary | $10,906,986 | $2,726,747 |
| Total | $300,102,308 | $1,538,986 |
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Separately Managed Accounts
Total SMA Asset: $300,102,308
Equity - Exchange:
20.9% Public Funds:
11.3% Cash:
17.5% Municipal Bonds:
15.8% Corporate - Investment Grade:
9.3% U.S. Government/Agency:
25.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $845,486,475 | 20.9% |
| Public Funds | $457,129,051 | 11.3% |
| Cash | $707,943,221 | 17.5% |
| Municipal Bonds | $639,171,594 | 15.8% |
| Corporate - Investment Grade | $376,221,255 | 9.3% |
| U.S. Government/Agency | $1,019,438,238 | 25.2% |
| Total | $4,045,389,834 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER VERTEX | EAGLE DELTA | L7PMJ5PVE | STPM | 11.27% | $98,475,277 |
| INSIGHT OAK ZENITH | ALPHA BEACON | POC9LS5CK | MFZNB | 6.28% | $35,172,413 |
| BRIDGE FOUNDATION | TIMBER INSIGHT | H81RABYOX | OQQF | 8.45% | $109,555,888 |
| FUSION SUMMIT | ZENITH FUSION | D48GGQDAA | MUPC | 9.43% | $61,843,876 |
| INSIGHT PIONEER | VERTEX QUANTUM | LS1YAFXBS | AVFU | 8.85% | $45,200,296 |
| OPTIMA OPTIMA VECTOR | PATHWAY BRIDGE | Q250WXPWC | PHTSU | 5.70% | $64,266,257 |
| CAPITAL HORIZON | DELTA UNISON | JG2D2M06H | UNALE | 7.93% | $112,363,921 |
| PRIME PIONEER EAGLE | TIMBER VITAL | 2NZ6LY1LX | YCNVZ | 10.13% | $9,030,622 |