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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2018
- Office Locations
- 1
Office Locations
About Orgallic Wealth
Orgallic Wealth (Orgallic, LLC) is a McKinney, TX registered investment adviser providing holistic financial planning and active investment management. The firm emphasizes sector ETF-based diversification and an in-house, no third-party manager approach. Planning is organized through its proprietary M.E.T.R.I.I.C.S. framework spanning Medicare, estate, tax, retirement, investments, insurance, cash flow, and Social Security, serving clients focused on big goals and retirement planning. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
Victor Patrick Davidenko
Chief Compliance Officer, Managing Member
- CRD
- #7564488
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $481,830 | -- |
| Non-Discretionary | $0 | -- |
| Total | $481,830 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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