Orchard Wealth & Legacy Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,800,000
Total clients
10
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$580,000
About
The firm serves individual and high‑net‑worth clients as well as trusts and estates, offering discretionary investment management, portfolio construction and related advisory services including retirement account guidance. It operates as a single‑advisor independent registered investment adviser managing approximately $5.8 million across about ten client accounts.
Investment decisions are guided by a Benjamin Graham value‑investing framework, using both fundamental and technical analysis to build typically concentrated portfolios of 15–25 individual securities, ETFs, fixed‑income instruments and REITs. The adviser generally maintains a long‑term orientation (target holding periods of three to five years) while allowing shorter‑term trades for rebalancing or specific client needs.
Distinctive features disclosed in the brochure include the principal’s outside business activities — a licensed insurance practice that generates commission income, ownership of an index‑benchmarking intellectual‑property business and involvement in private‑placement activities — each noted as potential conflicts of interest. The firm also participates in an institutional custody program that provides the adviser with non‑cash benefits (research, technology and administrative support), a relationship the brochure identifies as a possible influence on custody recommendations.
Client services
Fee options
1.00% to 2.00% annually (negotiable, based on complexity, asset level, and client relationship)
Fee-only: Advisory fees between 1.00% and 2.00% annually, negotiable
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
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