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| Orchard City Wealth Management LLC
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|---|---|
| CRD # | 292274 |
| SEC # | 801-136491 |
| CIK # | |
| AUM | 116.1 M (2026-05-14) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 669-237-3006 |
| Address | 987 University Avenue Los Gatos, CA 95032 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 4.2 |
| (b) Individuals (high net worth individuals) | 39 | 108.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 254 | 116.1 |
| By Discretionary | ||
| Discretionary | 254 | 116.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 254 | 116.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.1 | |
| Total | 254 | 116.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Trail Financial Planning LLC
✚
|
WA | 117.3 M |
|
Arlington Securities Inc
✚
|
116.9 M | |
|
Whitwell & Co LLC
✚
|
116.8 M | |
|
Heckman Financial & Insurance Services Inc
✚
|
CA | 116.4 M |
|
MPM Advisors Group LLC
✚
|
NY | 116.1 M |
|
Palante Wealth Advisors LLC
✚
|
NJ | 115.5 M |
|
Zenith Advisory Group LLC
✚
|
FL | 115.4 M |
|
Strategic Foresight Investments LLC
✚
|
DE | 115.0 M |
|
Fortify Wealth Inc
✚
|
MO | 115.0 M |
|
South Bay Financial Partners Group Inc
✚
|
CA | 114.8 M |