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ORCHARD CITY WEALTH MANAGEMENT, LLC

LOS GATOS, CA · CRD 292274 · IAPD ↗ · (669) 237-3006

$116.1MRegulatory AUM
1Advisory reps
3Employees
5Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — ORCHARD CITY WEALTH MANAGEMENT, LLC (LOS GATOS, CA) is newly SEC-registered with $116.1M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.