Data / Investment advisers / Minnesota / Birchwood Financial Partners, Inc.
Birchwood Financial Partners, Inc., Bloomington, MN: $853 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Birchwood Financial Partners, Inc. is an SEC registered investment adviser with its main office in Bloomington, Minnesota and reports $853 million in regulatory assets under management in its Form ADV filed March 4, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Birchwood Financial Partners, Inc. (CRD number 169962): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 169962
- SEC file number
- 801-79443
- SEC status
- Approved, effective April 1, 2014
- Main office
- 5601 Green Valley Dr. Suite 600, Bloomington, MN 55437
- Phone
- (952) 885-9088
- Regulatory AUM
- $853,198,867 in the Form ADV filed March 4, 2026
- Discretionary AUM
- $830,327,734
- Non discretionary AUM
- $22,871,133
- Accounts
- 1,742
- Employees
- 15, of which 10 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 4, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 440 | $746.6 million |
| Individuals (other than high net worth individuals) | 319 | $99.3 million |
| Charitable organizations | 2 | $4.8 million |
| Pension and profit sharing plans | 1 | $1.9 million |
| Corporations or other businesses | 1 | $607,268 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $853.2 million | March 4, 2026 |
| December 1, 2025 | $744 million | May 30, 2025 |
Other advisers in Bloomington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Devenir Investment Advisors, LLC | Bloomington | $12.99 billion | Not listed | adviserinfo.sec.gov |
| BPS Capital Management, Inc. | Bloomington | $3.10 billion | Not listed | adviserinfo.sec.gov |
| Jnba Financial Advisors, LLC | Bloomington | $2.01 billion | Not listed | adviserinfo.sec.gov |
| Truehelm, LLC | Bloomington | $1.28 billion | 19 | adviserinfo.sec.gov |
| Systelligence, LLC | Bloomington | $783.9 million | Not listed | adviserinfo.sec.gov |
| Stevens Foster Financial Advisors | Bloomington | $750.4 million | Not listed | adviserinfo.sec.gov |
| Sightline Partners LLC | Bloomington | $642.8 million | 9 | adviserinfo.sec.gov |
| Boyum Wealth Architects LLC | Bloomington | $564 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bloomington, MN
- Investment advisers in Minnesota
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Birchwood Financial Partners, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.