Seth Swenson
Orchid Wealth Management · Portland, Oregon
Seth Swenson is a fee-only financial advisor at Orchid Wealth Management in Portland, Oregon. Seth focuses on sustainable & impact investing and retirement planning. Orchid Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Orchid Wealth Management |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.3M across 1 accounts |
| SEC registration | Investment adviser representative in OR · CRD 5330124 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.orchidwealthmanagement.com |
| Profile |
How Seth's firm compares
- Orchid Wealth Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 1 accounts).
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Questions about Seth
Is Seth Swenson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Seth holds no broker registration, and Orchid Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Seth charge for financial advice?
Seth's firm, Orchid Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Seth Swenson based?
Seth Swenson is based in Portland, Oregon.
What does Seth specialize in?
Seth's specialties include sustainable & impact investing and retirement planning.
Is Seth Swenson registered with the SEC?
Yes. Seth Swenson is registered as an investment adviser representative in OR (CRD 5330124), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Orchid Wealth Management manage?
Orchid Wealth Management reports $1.3M across 1 accounts in assets under management.
How do I contact Seth Swenson?
Through Seth's website, www.orchidwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Orchid Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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