Orchard City Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Orchard City Wealth Management provides integrated wealth management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses, delivering combined financial planning, tax planning, and investment management rather than investment management as a standalone offering. The firm works with a relatively small client base and emphasizes personalized plans that address retirement, estate, cash flow, employee benefits, and business planning needs.
The firm primarily practices passive investment management, building diversified portfolios using index mutual funds and ETFs to achieve asset-class exposure with low turnover and tax efficiency, while also employing fundamental and technical analysis when sector or security selection is appropriate. OCWM documents client objectives in individualized investment policy statements, maintains discretionary trading authority for managed accounts, and may engage third-party advisers after due diligence.
OCWM is run by a single advisory professional managing roughly $116,119,975 in discretionary assets across about 55 client relationships, an operational model that is less common among supported firms of this type. In addition to household wealth services, the firm offers retirement plan and pension consulting (including annual 30-minute one-on-one “micro planning” meetings for plan participants) and provides occasional educational seminars, reflecting a broader service mix than many single-advisor practices.
Client services
Expertise
Occupation focus
Fee options
Flat fee generally ranging between $10,000 and $30,000 per year based on a 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%
Hourly financial planning fee begins at $300 per hour, may be negotiable
Minimum fee: Minimum annual fee of $10,000 per year Fee-only: Flat fee generally ranging between $10,000 and $30,000 per year based on complexity; may be charged in addition to or in lieu of asset-based fees
Main office
987 University Avenue, Suite 8
Los Gatos CA 95032
Advisors at this office
1
Most active in
California · Oklahoma · Texas
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.
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