Orchid Wealth Management
RIAState Registered
Total AUM
$1.3M
Discretionary
$0
0% of AUM
Avg account
$1.3M
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 283963
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Orchid Wealth Management is operated as a sole proprietorship and functions as an independent registered investment adviser serving individual and family clients. The firm charges a percentage-of-AUM advisory fee and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. In addition to advisory work, the owner is active as a real estate broker and sells other financial products. Orchid does not identify as an active ESG investor and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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