ORGALLIC WEALTH

ORGALLIC WEALTH of MCKINNEY, TX is an SEC-registered investment adviser (CRD 334919). Regulatory assets under management: $482K.

Registration

• CRD: 334919
• Type: Registered investment adviser
• Location: 7300 STATE HWY 121, MCKINNEY, TX, 75070
• Phone: 972-559-8998
• Latest filing: 2026-01-08
• Regulatory AUM: $482K
• Discretionary AUM: $482K
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 334919 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search