Ethan Pepper
Investment adviser representative at Orchard City Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$116.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Orchard City Wealth Management, LLCJan 2018 to now
- Curran & Associates, P.C.Feb 2018 to Jul 2020
- Wealth Architects, LLCOct 2015 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Orchard City Wealth Management, LLC
$116.1MAssets managed
55Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4499498
- Firm CRD
- 292274