SourcingSourcing

BIRCHCREEK WEALTH MANAGEMENT, LLC

C22
CRD 304207·SEC 801-116914·MIAMI TOWNSHIP, OH
AUM
$300.1M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$900K
@ 30% margin
Est. Deal Value
$7.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BIRCHCREEK WEALTH MANAGEMENT, LLC
CRD
304207
SEC file #
801-116914
EIN
842601302
DBA names
—

Economics

AUM
$300.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$103.0M → $300.1M▲ +191%
Client mix
Individuals Other102
Individuals High Net Worth89
Pension Profit Sharing Plans7

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
1 advisors → 3 advisors▲ +200%
Primary office
MIAMI TOWNSHIP OH
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
linkedin.com/company/birchcreekwealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JOHNSON, DANIEL, A
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
JOHNSON, DANIEL, A
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:birchcreek.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001840341
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2021-01-28
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0001951757-26-000808

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1999
Soi Zip Pct 200k Plus
0.0366
Soi Zip Returns 200k Plus
680
Soi Zip Total AGI
1,272,846
Fdic Zip Total Deposits
10,451,103,000
Fdic Zip Branch Count
263
Fdic Zip Top Banks
Fifth Third Bank
U.S. Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
2955 EXCHANGE PLACE BLVD.SUITE 103MIAMI TOWNSHIP, OH 45342
Business
2955 EXCHANGE PLACE BLVD.SUITE 103MIAMI TOWNSHIP, OH 45342
Edgar EIN
842601302
Edgar Recent Filings
13F-HR2026-05-08 · 0001951757-26-000808
13F-HR2026-01-16 · 0001951757-26-000214
Fdic Zip Branches Raw
Mutual Federal Savings Bank of MiamisburgMiamisburg, OH
Mutual Federal Savings Bank of MiamisburgMiamisburg, OH
Fdic Zip HHI
898.38
Fdic Zip Top Bank Share Pct
14.86
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI60,636
Returns4,710
Stub 2
AGI176,264
Returns4,750
Stub 3
AGI201,067
Returns3,270
Soi Zip Total Business Income
36,579
Soi Zip Total Cap Gains
31,228
Soi Zip Total Dividends
26,244
Soi Zip Total Returns
18,560
Top Owner CRD
5169351
Trust Company Affiliate
No

People (3)

3
JOHNSON, DANIEL, A
IAR · Direct Owner · 87.5%
5169351
JACOB DOMINICK BARTEL
IAR
6291505
JOHN S PAYNE
IAR
6112347