Orchard City Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$112,932,760
Clients
55
71% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
55
TypicalAverage account size
$2,053,323
About
Orchard City Wealth Management is a small, state-registered advisory firm serving individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, small businesses, and employer retirement plans. The firm offers integrated wealth management combining financial planning (retirement, estate, cash‑flow, employee benefits, and tax planning) with ongoing investment management and pension consulting.
The firm typically constructs client portfolios around passive, asset‑allocation strategies using index mutual funds and ETFs, while also applying fundamental and technical analysis and, when appropriate, engaging outside managers. OCWM implements client‑specific investment policy statements and provides discretionary account supervision together with periodic plan reviews and coordinated tax and estate advice.
Noteworthy aspects for a firm of this size include managing roughly $116 million for about 55 clients, a client base size that implies relatively concentrated assets per client and a small‑team servicing model. The firm provides retirement‑plan consulting that includes a “micro planning” option of annual 30‑minute one‑on‑one meetings for plan participants, and its lead advisor holds combined financial planning, tax (EA), and life‑planning credentials, supporting a more integrated tax and behavioral planning capability than is typical among peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business exit / sale strategy
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Executive
Fee options
Flat fee generally ranging between $10,000 and $30,000 per year based on proprietary complexity matrix
$0 - $500,000: 1.40% $500,001 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 1.10% $3,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.40%
Financial Planning hourly fee begins at $300 per hour, negotiable based on complexity
Minimum fee: Minimum annual fee of $10,000 per year
Main office location
Orchard City Wealth Management, LLC
987 University Avenue, Suite 8
Los Gatos CA 95032, United States
Number of offices
1
Most active in
Orchard City Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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