CRD: 292274
Orchard City Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Principal
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-16-2018
- Office Locations
- 1
Office Locations
About Orchard City Wealth Management, LLC
Orchard City Wealth Management is a fee-only fiduciary RIA focused on mid-career tech professionals. The firm pairs life planning with investment management, tax strategy, and retirement, estate, education, charitable, cash-flow and risk planning. A core specialty is equity compensation and liquidity-event guidance—RSUs, options and ESPPs, including IPO planning—helping clients decide what to sell, when, and how to manage taxes. Custodies with Schwab.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
ETHAN PEPPER
Certified Financial Planner, Chief Compliance Officer, PRINCIPAL
- CRD
- #4499498
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,119,975 | $457,165 |
| Non-Discretionary | $0 | -- |
| Total | $116,119,975 | $457,165 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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