Investment adviser · CRD 169962

BIRCHWOOD FINANCIAL PARTNERS, INC.

Investment adviser filing (IA)

BLOOMINGTON, MN, United States · Form ADV filed Mar 4, 2026

Regulatory AUM
$853M
Form ADV · Item 5.F
Client accounts
1,742
Accounts, not individual clients
Employees
15
Reported in this filing
Advisory professionals
10
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals440$746,623,26087.5%
Individuals319$99,256,23611.6%
CharitiesFewer than 5$4,843,8150.6%
Retirement plansFewer than 5$1,868,2880.2%
Corporations & businessesFewer than 5$607,2680.1%
Filing source

Form ADV 2056143 · Mar 4, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 4, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

5601 GREEN VALLEY DR., SUITE 600
BLOOMINGTON, MN, 55437, United States

CRD 169962

Filing source

Form ADV 2056143 · Mar 4, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.