Orchid Wealth Management

Orchid Wealth Management (CRD# 283963) is a financial advisory firm headquartered in , . They manage $1,100,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.orchidwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $1,100,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Orchid Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Seth Swenson, financial advisor Palo Alto CA
Seth Swenson
CRD#: 5330124
Palo Alto, CA

Seth Swenson (CRD# 5330124) is an Investment Advisor Representative working at Orchid Wealth Management in Palo Alto, CA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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