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Building 2ORCHARD CITY WEALTH MANAGEMENT, LLC

Map pinLOS GATOS, CA
Phone(669) 237-3006
NotebookSEC #801-136491
Total AUM
$116.1M
Employees
3
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
987 UNIVERSITY AVENUE
SUITE 8
LOS GATOS
CA 95032
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(669) 237-3006

ReceiptFinancials

Total AUM
$116.1M
Accounts
254
Discretionary
$116.1M
Accounts
254
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
16
AUM
$4.2M
HNW Individual Clients
39
AUM
$108.8M
Pension/Profit Sharing Plan Clients
1
AUM
$3.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAOKTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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