Orchard City Wealth Management, LLC
● SEC registered since 2026CRD 292274SEC# 801-136491Los Gatos, CA
Reg. AUM
$116.1M
Employees
3
Accounts
254
Location
Los Gatos, CA
Orchard City Wealth Management, LLC assets under management
Orchard City Wealth Management, LLC operates as an SEC-registered investment adviser based in Los Gatos, CA. The firm has been registered since 2026. It reports $116.1 million in regulatory assets under management and employs 3 people.
Orchard City Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ethan Pepper Control | Principal, Cco | Under 5% | 2018 |
| The Pepper Family Trust Dated 03/19/2008 Control | Member | Over 75% | 2018 |
| Ethan Pepper Control | Trustee | — | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Orchard City Wealth Management, LLC manage?
Orchard City Wealth Management, LLC reports $116.1 million in regulatory assets under management on its Form ADV.
How many employees does Orchard City Wealth Management, LLC have?
Orchard City Wealth Management, LLC reports 3 employees.
Where is Orchard City Wealth Management, LLC located?
Orchard City Wealth Management, LLC is based in Los Gatos, CA and has been SEC-registered since 2026.
Does Orchard City Wealth Management, LLC disclose fund performance?
Orchard City Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 987 University Avenue, Suite 8, Los Gatos, CA 95032 |
| Phone | (669) 237-3006 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$116.1MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$116.1Mregulatory AUM
Discretionary $116.1M