O
$2.6M Total AUM
$2.6M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Element
- Established Date
- 08-10-2017
- Office Locations
- 1
Office Locations
-- SAN Juan PR
About Orchard Wealth & Legacy Management LLC
Orchard Wealth & Legacy Management LLC is a San Juan, PR-based retail RIA serving entrepreneurs with portfolio construction and asset allocation, including insurance planning. Portfolios are implemented primarily with ETFs (SMA-heavy) and custody is through Interactive Brokers. Led by founder/CCO Jason McTeague Scheurer.
Team overview
54 AVG AGE
$2.6M AVG AUM / ADVISOR
$288.9K AVG AUM / CLIENT
8.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Peak Timber north Focus north Meridian glacier Momentum
Client Personas
Radial
Investment Themes
North
Investment Vehicles
Meridian glacier
Services
Glacier
Technology
Bridge
Owner & Executives
JASON MCTEAGUE SCHEURER
Chief Compliance Officer, President
- CRD
- #2598564
- Ownership
- 75% or more
(271) 748-1543
horizon.horizon@radialcapital.com
in linkedin.com/in/insight-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,600,000
Equity - Exchange:
26.5% Cash:
73.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,302,133,688 | 26.5% |
| Cash | $6,385,163,249 | 73.5% |
| Total | $8,687,296,937 | 100.0% |