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ORCHARD CITY WEALTH MANAGEMENT, LLC
CRD 292274 · SEC 801-136491
987 UNIVERSITY AVENUE, SUITE 8, LOS GATOS, CA, 95032, United States
Phone
(669) 237-3006
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$116.1M
Discretionary AUM
$116.1M
Team
3 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $4.2M |
| High net worth individuals | 39 | $108.8M |
All web addresses on file
Official SEC filing: View on IAPD