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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Orchid Advisory LLC
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|---|---|
| CRD # | 327750 |
| SEC # | 801-128761 |
| CIK # | |
| AUM | $266.2 M (2025-07-23) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 704-763-2776 |
| Address | 4801 W Lovers Ln Dallas, TX 75209 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 43 | 266.2 |
| (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 | 0.0 |
| (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 | 69 | 266.2 |
| By Discretionary | ||
| Discretionary | 33 | 112.7 |
| Non-Discretionary | 36 | 153.5 |
| Total | 69 | 266.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 266.2 | |
| Total | 69 | 266.2 |
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|---|---|---|
|
Dunbar Associates LLC
✚
|
CT | 0.3 |
|
Accretive Wealth Management LLC
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CA | 0.3 |
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Carpenter Claydon Advisors Inc
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FL | 0.3 |
|
Spectrum Financial Inc
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VA | 0.3 |
|
Cogent Strategic Wealth LLC
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IL | 0.3 |
|
Aurelius Family Office LLC
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NH | 0.3 |
|
Broadway Wealth Solutions Inc
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|
TX | 0.3 |
|
Redemption Capital Partners LLC
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|
TX | 0.3 |
|
Lantern Wealth Advisors LLC
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|
NY | 0.3 |
|
Total Solutions Enterprise LLC
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|
0.3 |