← Back to searchVisit website
ORGALLIC WEALTH
ORGALLIC, LLC
CRD 334919
7300 STATE HWY 121, STE 300, MCKINNEY, TX, 75070, United States
Phone
972-559-8998
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$482K
Discretionary AUM
$482K
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $482K |
All web addresses on file
Official SEC filing: View on IAPD