BIRCHWOOD FINANCIAL PARTNERS, INC.

CRD 169962File 801-79443

APPROVED

Retail clients

Custody

Filing as of Mar 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$853.2M

Above cohort median (national)

Discretionary AUM

$830.3M

Non-discretionary $22.9M

Clients

763

1,742 accounts

Employees

Above cohort median in MN

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Apr 1, 2014
Principal office: 5601 GREEN VALLEY DR., SUITE 600, BLOOMINGTON, MN, 55437
Phone: 952-885-9088
Website: HTTPS://WWW.FACEBOOK.COM/BIRCHWOODFP/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $853.2M
Discretionary AUM: $830.3M
Non-discretionary AUM: $22.9M
Discretionary accounts: 1,720
Non-discretionary accounts: 22
Total accounts: 1,742
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$607K
Charitable organizations	Fewer than 5	$4.8M
High net worth individuals	440	$746.6M
Pension and profit sharing plans	Fewer than 5	$1.9M
Individuals (other than high net worth individuals)	319	$99.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.