UBS Financial Services
46yrs
Top advisor by experience in Los Gatos
24yrs
Ethan Pepper
Financial advisor at Orchard City Wealth Management
Based in Los Gatos, California, Ethan Pepper is a fiduciary financial advisor with 24 years of industry experience. Ethan has been with Orchard City Wealth Management since 2018; before that, Ethan spent two years at Wealth Architects and nine years at Wade Financial Advisory. Ethan holds the CFP® designation.
One of 137 advisors with offices in Los Gatos, and one of 122 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 71% of advisors nationwide
Office987 University Avenue Suite 8, Los Gatos, CA 95032
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.05 million
States licensed ?1 state
Services through Orchard City Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowOrchard City Wealth Management, LLCCurrent firm
- Nov 2015 – Nov 2017Wealth Architects, LLCPreviously
- 2007 – 2015Wade Financial Advisory, Inc.Previously
- Nov 2005 – Nov 2006Wells Fargo Investments, LLCPreviously
Contact Ethan
(669) 237-3006Orchard City Wealth Management main office 987 University Avenue Suite 8Los Gatos, CA 95032Office · Get directions LinkedIn pageOrchard City Wealth Management
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Questions to ask Ethan
Tailored to Ethan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ethan
How do I contact Ethan?
Call Orchard City Wealth Management at (669) 237-3006 and ask for Ethan Pepper. Ethan works from the Los Gatos, CA office.
How long has Ethan been a financial advisor?
Ethan has been in the industry since 2002, about 24 years. More experience than 71% of advisors nationwide.
What licenses does Ethan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ethan a fiduciary?
Ethan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ethan paid?
Orchard City Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ethan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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