Orchid Wealth Management

Overview

Orchid Wealth Management is operated as a sole proprietorship and functions as an independent registered investment adviser serving individual and family clients. The firm charges a percentage-of-AUM advisory fee and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. In addition to advisory work, the owner is active as a real estate broker and sells other financial products. Orchid does not identify as an active ESG investor and is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives