Multi-Family OfficeRIA · CRD 292274SEC-Registered

Updated:

Orchard City Wealth Management

Orchard City Wealth Management, LLC is an SEC-registered investment adviser in Los Gatos, CA. The firm manages approximately $116 million in assets.

Orchard City Wealth Management

Orchard City Wealth Management, LLC is an SEC-registered investment adviser in Los Gatos, CA. The firm manages approximately $116 million in assets. It has 3 employees and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

What is Orchard City Wealth Management?

Orchard City Wealth Management is a multi family office tracked on Altss.

What does Altss track for Orchard City Wealth Management?

Altss maintains an OSINT-verified profile of Orchard City Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Orchard City Wealth Management's website?

Orchard City Wealth Management's public website is orchardcitywm.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Orchard City Wealth Management?

Orchard City Wealth Management is classified by Altss as a Multi Family Office.

How does Altss source intelligence on Orchard City Wealth Management?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Orchard City Wealth Management's Altss profile last updated?

Orchard City Wealth Management's profile on Altss was last refreshed on July 11, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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