David Pio
Birch Point Wealth Management · Rockport, Maine
David Pio is a fee-only financial advisor at Birch Point Wealth Management in Rockport, Maine. Birch Point Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Birch Point Wealth Management |
|---|---|
| Based in | Rockport, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $41.1M across 149 accounts |
| SEC registration | Investment adviser representative in ME · CRD 2653049 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.birchpointwealth.net |
How David's firm compares
- Birch Point Wealth Management's average account is about $276,000, from its Form ADV (assets managed divided by 149 accounts).
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Questions about David
Is David Pio a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Birch Point Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Birch Point Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Pio based?
David Pio is based in Rockport, Maine.
Is David Pio registered with the SEC?
Yes. David Pio is registered as an investment adviser representative in ME (CRD 2653049), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Birch Point Wealth Management manage?
Birch Point Wealth Management reports $41.1M across 149 accounts in assets under management.
How do I contact David Pio?
Through David's website, www.birchpointwealth.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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