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Firm profile

Orchard City Wealth Management, LLC

LOS GATOS, CACRD 292274Registration Status: ApprovedEffective since June 15, 2026Latest ADV May 14, 2026

Orchard City Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Gatos, CA. Its latest Form ADV filing, dated May 14, 2026, reports $116M in regulatory assets under management, 3 employees, and 254 accounts.

Assets Under Management
$116M
Employees
3
Offices
--
Total Clients
55
Primary office
LOS GATOS, CA
987 UNIVERSITY AVENUE, SUITE 8, LOS GATOS, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOEthan Pepper

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentHNWI represent 70.9% of total clients.
Top client categories% of clientsClients
1
HNWI
70.9%
39
2
Individuals
29.1%
16
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$116Mas of May 14, 2026
Discretionary100.0%
$116M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$116M
Total Accounts254
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee18:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.