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
18 Central Street, Rockport, ME 04856
http://www.birchpointwealth.com
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

ME, TX

Financial Advisors at Birch Point Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brie Pio, financial advisor Rockport ME
Brie E. Pio
CRD#: 5653200
18 Central Street, Rockport, ME 04856

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.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals