ORGALLIC WEALTH

Overview

Orgallic Wealth is an independent, individual-owned registered investment adviser operating as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs a highly equity‑oriented playbook: its filings show a clear preference for exchange‑traded equities and ETFs as the primary building blocks of client portfolios. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly and fixed‑fee options, which supports both ongoing portfolio management relationships and project‑based planning engagements. The adviser does not position itself as an active ESG investor, is not a multi‑state adviser, and is not set up as a capital allocator or pension consultant. Given the small client base and the concentration in liquid public equities, the firm appears to emphasize accessible, low‑friction implementation—useful for clients who need straightforward portfolio construction and planning rather than complex private market exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices