$1.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-10-2016
- Office Locations
- 1
Office Locations
-- Portland OR
About Orchid Wealth Management
Orchid Wealth Management is a Palo Alto, CA fee-only, independent fiduciary RIA providing financial planning and retirement income planning for individuals, with a focus on values-based/impact-oriented portfolio construction. The firm builds custom portfolios to align investments with client values and emphasizes staying disciplined through volatile markets; reported SMA implementation is primarily via ETFs.
Team overview
-- AVG AGE
$1.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
10.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SETH SWENSON
Chief Compliance Officer, Owner, President
- CRD
- #5330124
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,300,000 | -- |
| Total | $1,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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