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ORCHID WEALTH MANAGEMENT

SWENSON, SETH

CRD 283963

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$1.3M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-04-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals1$1.3M

All web addresses on file

Official SEC filing: View on IAPD