Birchwood Financial Partners, Inc.
- Regulatory AUM
- $853M
- Discretionary
- $830M
- Clients
- 763
- Avg AUM / client
- $1.1M
- Accounts
- 1,742
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 319 | $99.3M | 11.6% |
| High net worth individuals | 440 | $747M | 87.5% |
| Pension and profit sharing plans | 1 | $1.9M | 0.22% |
| Charitable organizations | 2 | $4.8M | 0.57% |
| Corporations and other businesses | 1 | $607K | 0.07% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dana Marie Brewer | Owner/Ceo/President | CFP | Jan 2000 (27y) | 25% – 50% |
| Damian John Winther | Owner/Cfo | CFP | Dec 2010 (16y) | 10% – 25% |
| Mary Bridget Miller Handke | Owner/Coo | CFP | Dec 2010 (16y) | 10% – 25% |
| Stephen Boyd Dixon | Owner/Cio | CFA | Dec 2010 (16y) | 10% – 25% |
| Rachel Olivia Infante | Owner/Secretary | CFP | Oct 2018 (8y) | 10% – 25% |
| Jill Renee Vilkama | Chief Compliance Officer | Feb 2021 (6y) | Less than 5% | |
| Kimberly Ann Andrews | Registered representative | CFP | Mar 2021 (5y) | |
| Brayden Kelly | Registered representative | CFP | Jul 2024 (2y) | |
| Kayla Rochelle Berceau | Registered representative | CFP | Jan 2025 (2y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $845M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗