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BIRCHWOOD FINANCIAL PARTNERS, INC.
CRD 169962File 801-79443
APPROVED
Retail clients
Custody
Filing as of Mar 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$853.2M
Above cohort median (national)
Discretionary AUM
$830.3M
Non-discretionary $22.9M
Clients
763
1,742 accounts
Employees
15
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.BIRCHWOODFP.COM/
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 767 | 763 | decreased by4 |
| Apr 1, 2026 | AUM | $743,954,960 | $853,198,867 | increased by$109,243,907 |
| Apr 1, 2026 | Accounts | 1,720 | 1,742 | increased by22 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 760 | 767 | increased by7 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $746,547,831 | $743,954,960 | decreased by$2,592,871 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,734 | 1,720 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 15 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 611 | 760 | increased by149 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $583,810,998 | $746,547,831 | increased by$162,736,833 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,469 | 1,734 | increased by265 |
| Mar 1, 2022 | Employees | 8 | 13 | increased by5 |
| Mar 1, 2022 | Clients | 589 | 611 | increased by22 |
| Mar 1, 2022 | AUM | $506,942,420 | $583,810,998 | increased by$76,868,578 |
| Mar 1, 2022 | Accounts | 1,399 | 1,469 | increased by70 |
| Jan 1, 2022 | Employees | 9 | 8 | decreased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BIRCHWOOD FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BIRCHWOOD FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.