Orchard Wealth & Legacy Management LLC

Overview

Orchard Wealth & Legacy Management LLC is a small, fee-based advisory that focuses on portfolio management for individuals and small businesses. The firm runs a concentrated, equity-first approach: its reported assets are fully allocated to exchange-traded equities, indicating a preference for liquid, listed instruments that can be traded at low incremental cost and managed on a discretionary basis. The business model centers on percentage-of-AUM fees and discretionary management, which suggests advisers implement ongoing portfolio adjustments rather than one-off financial plans. Given the client base and asset scale, investment activity is likely tailored and direct: individualized equity allocations, selective use of mutual funds for diversified core exposures, and selective access to third-party alternative managers where appropriate. The adviser appears to use external alternative managers for hedge fund strategies and real estate exposures to supplement core equity holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices