ORCHARD WEALTH & LEGACY MANAGEMENT LLC

ORCHARD WEALTH & LEGACY MANAGEMENT LLC is an SEC-registered investment adviser (CRD 289104). Regulatory assets under management: $2.6M.

Registration

• CRD: 289104
• Type: Registered investment adviser
• Phone: 609-937-8064
• Latest filing: 2026-03-25
• Regulatory AUM: $2.6M
• Discretionary AUM: $2.6M
• Clients: 1
• Accounts: 23

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289104 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search