Birch Point Wealth Management LLC
Birch Point Wealth Management LLC (CRD# 306596) is a financial advisory firm headquartered in Rockport, ME. They manage $11,615,037 in 62 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Birch Point Wealth Management LLC
By the Numbers
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Total Assets Under Management12MILLION
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Total Number of Accounts62ACCOUNTS
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Average Account Value$187,339
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ME, TX
Financial Advisors at Birch Point Wealth Management LLC
1
Brie Pio (CRD# 5653200) is an Investment Advisor Representative working at Birch Point Wealth Management LLC in Rockport, ME and has over 7 years of experience in the finance industry.
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