# Organic Wealth

Organic Wealth is a RIA based in Columbus.

## Overview

- **Organization type:** RIA
- **Headquarters:** Columbus
- **Assets under management:** Undisclosed
- **Website:** organicwealthplan.com
- **LinkedIn:** https://www.linkedin.com/company/organic-wealth-llc

## Regulatory record

- **CRD number:** 331383
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331383

## About

Organic Wealth, LLC is a fee-only financial planning firm that offers personalized financial planning and investment management services. The firm provides straightforward, honest financial advice centered on client needs rather than sales, and focuses on helping individuals and families access conflict-free advice in a comfortable atmosphere.

## People

- Emily — Founder

## Questions

### Can an allocator or GP contact Organic Wealth for co-investment opportunities?

There is no public contact channel, no known investment team, and no indication the firm participates in third-party co-investment rounds. In practice, entities structured this way are unreachable by cold outreach and transact only through pre-existing, confidential relationships—if they transact with external parties at all.

### How can I diligence a firm with no public record?

For a firm this quiet, in-person network inquiry is the only viable path. Industry conferences, private-wealth legal counsel, and peer-family-office channels occasionally surface contact points for utterly private entities. Third-party data vendors are unlikely to carry any meaningful intelligence given the absence of transaction records or public filings.

## Related profiles

- [Your Financial Advocate](https://altss.com/profile/your-financial-advocate-llc)

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Last updated: 2026-08-11T15:07:41.444Z

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