B
CRD: 169962
Birchwood Financial Partners, Inc.
$853.2M Total AUM
$830.3M Disc. AUM
18.6% 3Y CAGR
15 Employees
765 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2014
- Office Locations
- 1
Office Locations
5601 Green Valley Dr. Suite 600 Bloomington MN
About Birchwood Financial Partners, Inc.
Birchwood Financial Partners, Inc. is a Bloomington-based RIA. The firm has been operating for 12 years. Managing $853.2M in total assets under management, with 10 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
46 AVG AGE
$85.3M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
7.9 yrs AVG TENURE
15 Employees
10 Advisory Reps
9 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DANA MARIE BREWER
Chief Executive Officer, Financial Advisor, General Partner, Owner, President
- CRD
- #2955532
- Ownership
- 10% but less than 25%
Available
Available
Available
S
STEPHEN BOYD DIXON
Chief Investment Officer, Financial Professional, Owner
- CRD
- #5455240
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 7 owners & executives
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K
Kayla Rochelle Berceau
--
- CRD
- #8027395
Available
Available
Available
B
Brayden Kelly
Financial Advisor
- CRD
- #6665499
Available
Available
Available
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $830,327,734 | $482,749 |
| Non-Discretionary | $22,871,133 | $1,039,597 |
| Total | $853,198,867 | $489,781 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
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|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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