Birchcreek Wealth Management, LLC

Birchcreek Wealth Management, LLC (CRD# 304207) is a financial advisory firm headquartered in Miami Township, OH. They manage $279,333,739 in 250 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
2955 Exchange Place Blvd., Suite 103, Miami Township, OH 45342
https://www.linkedin.com/company/birchcreekwealth
By the Numbers
  • Total Assets Under Management
    279
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $1,117,335
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, KY, OH, TN, TX, WI

Financial Advisors at Birchcreek Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jacob Bartel, financial advisor Miami Township OH
Jacob D. Bartel
CRD#: 6291505
2955 Exchange Place Blvd., Suite 103, Miami Township, OH 45342

Jacob Bartel (CRD# 6291505) is an Investment Advisor Representative working at Birchcreek Wealth Management, LLC in Miami Township, OH and has over 9 years of experience in the finance industry.

2
Daniel Johnson, financial advisor Miami Township OH
Daniel A. Johnson
CRD#: 5169351
2955 Exchange Place Blvd., Suite 103, Miami Township, OH 45342

Daniel Johnson (CRD# 5169351) is an Investment Advisor Representative working at Birchcreek Wealth Management, LLC in Miami Township, OH and has over 16 years of experience in the finance industry.

3
Matthew Will, financial advisor Miami Township OH
Matthew M. Will
CRD#: 5230212
2955 Exchange Place Blvd., Suite 103, Miami Township, OH 45342

Matthew Will (CRD# 5230212) is an Investment Advisor Representative working at Birchcreek Wealth Management, LLC in Miami Township, OH and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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