Birch Wealth Management

CRD 304727 · Rome, NY · $62.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 304727
SEC number: 801-121325
Firm type: RIA
Assets under management: $62.1M as of May 14, 2026
Website: www.facebook.com/birchwealth/?ref=bookmarks ↗
Phone: 315-795-2005
Address: 205 W. Court St., Rome, NY, 13440

Advisors at this firm

3 in our index · page 1 of 1

Iris Lee BuczkowskiCRD 4582535 · Rome, NY

IA RegisteredRegistration inactive
Maxwell MooreCRD 7595664 · East Rochester, NY

IA RegisteredRegistration inactive
Paige NashtonCRD 7695817 · Rome, NY

IA Registered

Source & corrections

Where this page comes from

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