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Orchard City Wealth Management, LLC

● SEC registered since 2026CRD 292274SEC# 801-136491Los Gatos, CA
Export (members)
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.
www.linkedin.com/company/orchardcitywealthmanagementView on SEC.gov ↗

Orchard City Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Ethan Pepper ControlPrincipal, CcoUnder 5%2018
The Pepper Family Trust Dated 03/19/2008 ControlMemberOver 75%2018
Ethan Pepper ControlTrustee—2018
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Frequently 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

Address987 University Avenue, Suite 8, Los Gatos, CA 95032
Phone(669) 237-3006
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$116.1M
Non-discretionary$0
Total (RAUM)$116.1M