Trustee · Orchard City Wealth Management, LLC
Janina E. Pepper
CRD 6923136 · Named on Form ADV at one SEC-registered adviser
At a glance
Orchard City Wealth Management, LLC, an SEC-registered wealth manager based in Los Gatos, CA with $116 million in regulatory assets, lists Janina E. Pepper on its Form ADV as Trustee, a control person.
Firms and roles
- Orchard City Wealth Management, LLCTrusteeWealth manager · Los Gatos, CA · $116M in regulatory assets
AtlasMembers
Janina’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Ethan PepperPrincipal, CCO, Orchard City Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Janina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.