Orchard Wealth & Legacy Management LLC
RIAState Registered
Total AUM
$2.6M
Discretionary
$2.6M
100% of AUM
Avg account
$113K
Accounts
23
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 289104
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.92%
- Individuals23.08%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Orchard Wealth & Legacy Management LLC is an independent, owner-operated advisory LLC that provides fee-based portfolio management primarily to individuals, families and small businesses. The firm charges a percentage-of-assets advisory fee and focuses its work on direct portfolio management rather than acting as a capital allocator. Its advisory activity is centered on managing discretionary equity portfolios and related investment services for private clients. The firm is registered in Puerto Rico and Virginia.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations