Iris Buczkowski
Birch Wealth Management · Rome, New York
Iris Buczkowski is a fee-only financial advisor at Birch Wealth Management in Rome, New York. Birch Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Birch Wealth Management |
|---|---|
| Based in | Rome, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $62.1M across 422 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 4582535 |
| Exams passed | Series 63 (2003) · Series 65 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.birchwealth.com |
| Profile |
How Iris's firm compares
- Birch Wealth Management's average account is about $147,000, from its Form ADV (assets managed divided by 422 accounts).
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Questions about Iris
Is Iris Buczkowski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Iris holds no broker registration, and Birch Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Iris charge for financial advice?
Iris's firm, Birch Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Iris Buczkowski based?
Iris Buczkowski is based in Rome, New York.
Is Iris Buczkowski registered with the SEC?
Yes. Iris Buczkowski is registered as an investment adviser representative in NY and TX (CRD 4582535), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Birch Wealth Management manage?
Birch Wealth Management reports $62.1M across 422 accounts in assets under management.
How do I contact Iris Buczkowski?
Through Iris's website, www.birchwealth.com.
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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