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ORCHARD WEALTH & LEGACY MANAGEMENT LLC

Advisory

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$113K

across 23 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPR, TX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in PR

Closest by assets under management. All figures from Form ADV.

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PONCE, PR

$1M

NEWGEN WEALTH CREATION LLC

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