# Orchid Wealth Management

> Orchid Wealth Management is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 23, 2026.

- CRD: 283963
- Filed as: ORCHID WEALTH MANAGEMENT
- Legal name: Swenson, Seth
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Oregon
- Filing period: October 2026
- Form ADV filing dated: April 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283963
- AdvisorCensus page: https://advisorcensus.com/firm/orchid-wealth-management-283963

## Quick answers

**How is Orchid Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Orchid Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Is Orchid Wealth Management registered with the SEC or a state?**
Orchid Wealth Management is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 283963.

**How much does Orchid Wealth Management manage?**
Orchid Wealth Management reports $1,300,000 in regulatory assets under management in its Form ADV filing dated April 23, 2026 (0% discretionary).

**What types of clients does Orchid Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1).

**Does Orchid Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/283963

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $1,300,000
- Discretionary: $0
- Non-discretionary: $1,300,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $1,300,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- orchidwealthmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Orchid Wealth Management (CRD 283963): Form ADV filing data as of October 2026.