MIAMI TOWNSHIP, OHCRD 304207Latest ADV February 26, 2026
Birchcreek Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami Township, OH. Its latest Form ADV filing, dated February 26, 2026, reports $300M in regulatory assets under management, 5 employees, 1 office, and 195 accounts.
Assets Under Management
$300M
Employees
5
Offices
1 office
Total Clients
198
Primary office
MIAMI TOWNSHIP, OH
2955 EXCHANGE PLACE BLVD., SUITE 103, MIAMI TOWNSHIP, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.5% of total clients.
Top client categories% of clientsClients
1
Individuals
51.5%
102
2
HNWI
44.9%
89
3
Pension Plans
3.5%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$300Mas of February 26, 2026
Discretionary96.4%
$289M
96% of total RAUM96.4%
Non-discretionary3.6%
$11M
4% of total RAUM3.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$300M
Total Accounts195
10Y AUM Change+$300M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee40:1
10Y Employee Change+4 (+400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.