0001933424-23-000001.txt : 20230804 0001933424-23-000001.hdr.sgml : 20230804 20230803182540 ACCESSION NUMBER: 0001933424-23-000001 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06c ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(1) FILED AS OF DATE: 20230804 DATE AS OF CHANGE: 20230803 EFFECTIVENESS DATE: 20230804 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BIRCHSTONE WEALTH FUND, LLC CENTRAL INDEX KEY: 0001933424 IRS NUMBER: 882123414 STATE OF INCORPORATION: WY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-454895 FILM NUMBER: 231141611 BUSINESS ADDRESS: STREET 1: 1309 COFFEEN AVE STREET 2: STE 5310 CITY: SHERIDAN STATE: WY ZIP: 82801 BUSINESS PHONE: 323-640-4026 MAIL ADDRESS: STREET 1: 1309 COFFEEN AVE STREET 2: STE 5310 CITY: SHERIDAN STATE: WY ZIP: 82801 D/A 1 primary_doc.xml X0708 D/A LIVE 0001933424 BIRCHSTONE WEALTH FUND, LLC 1309 COFFEEN AVE STE 5310 SHERIDAN WY WYOMING 82801 323-640-4026 WYOMING None None Limited Liability Company true 2022 MARK ADAIR-RIOS 1309 COFFEEN AVE STE 5310 SHERIDAN WY WYOMING 82801 Executive Officer Director MANAGER OF BIRCHSTONE ADVISORS LLC Commercial Not Applicable 06c 3C 3C.1 true 0001933424-22-000001 true true true true false 0 25000000 0 25000000 false 0 0 0 Selling commissions and/or finders fees may be paid in connection with the offering. A portion of the Asset Management Fee may be remitted to registered broker-dealers introducing Members to the Company. 0 -Asset Management fee up to 2% of EUM -Acquisition fee up to 3% of purchase price on direct fund acquisitions of real estate -Key Principal/Loan Origination fee of .5% to 1% -Promote structures: Carried interest vary from 10% - 40% per deal false BIRCHSTONE WEALTH FUND, LLC /s/ Mark Adair-Rios Mark Adair-Rios Manager of Birchstone Advisors, LLC, its Manager 2023-08-03