Orgallic Wealth

Overview

Orgallic Wealth is an independent investment adviser structured as an LLC and owned by an individual. The firm focuses on serving individual and family clients, and it provides financial planning and portfolio management services for individuals and small businesses. Fee arrangements are flexible: the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements. Orgallic Wealth does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives