ORCHARD CITY WEALTH MANAGEMENT, LLC

ORCHARD CITY WEALTH MANAGEMENT, LLC of LOS GATOS, CA is an SEC-registered investment adviser (CRD 292274). Regulatory assets under management: $116.1M.

Registration

• CRD: 292274
• SEC file number: 801-136491
• Type: Registered investment adviser
• Location: 987 UNIVERSITY AVENUE, SUITE 8, LOS GATOS, CA, 95032
• Phone: (669) 237-3006
• Latest filing: 2026-05-14
• Regulatory AUM: $116.1M
• Discretionary AUM: $116.1M
• Clients: 3
• Accounts: 254

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292274 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search