Orchard City Wealth Management, LLC
Orchard City Wealth Management, LLC (CRD# 292274) is a financial advisory firm headquartered in Los Gatos, CA. They manage $78,236,825 in 199 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management78MILLION
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Total Number of Accounts199ACCOUNTS
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Average Account Value$393,150
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Orchard City Wealth Management, LLC
1
Ethan Pepper (CRD# 4499498) is an Investment Advisor Representative working at Orchard City Wealth Management, LLC in Los Gatos, CA and has over 21 years of experience in the finance industry.
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