ORCHARD CITY WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$116M

Discretionary

$116M

100% of AUM

Avg account

$457K

Accounts

254

Employees

Advisory reps

Firm details

Headquarters: LOS GATOS, California
CRD number: 292274
Website: orchardcitywm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI93.67%
Individuals3.58%
Pension & Profit Sharing Plans2.74%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Orchard City Wealth Management, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm operates as a capital allocator and provides a mix of financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, selection of outside advisers, and educational seminars and workshops. Its fee structure includes AUM-based fees, hourly charges, and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser in the provided data.