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| Happy Holidays!! thanks for using AUM13F!! |
| ORBA Wealth Advisors LLC
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| CRD # | 297351 |
| SEC # | 801-121526 |
| CIK # | |
| AUM | $257.1 M (2025-06-23) |
| Employees | 16 (100% Investors, 6% Brokers) |
| Phone | 312-670-6262 |
| Address | 455 N Cityfront Plaza Drive Chicago, IL 60611-5313 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 19.0 |
| (b) Individuals (high net worth individuals) | 128 | 227.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 4.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 6.2 |
| (n) Other | 0 | 0.0 |
| Total | 455 | 257.1 |
| By Discretionary | ||
| Discretionary | 445 | 250.1 |
| Non-Discretionary | 10 | 7.1 |
| Total | 455 | 257.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 257.1 | |
| Total | 455 | 257.1 |
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|---|---|---|
|
Vista Advisor Group LLC
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CA | 0.3 |
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Swisher Financial Concepts Inc
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OH | 0.3 |
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J Team Financial Inc
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TX | 0.3 |
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Lake Tahoe Wealth Management Inc
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0.3 | |
|
Shore Point Advisors LLC
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NJ | 0.3 |
|
Insight Strategic Wealth LLC
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|
TN | 0.3 |
|
Johnson Wealth Management LLC
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|
ND | 0.3 |
|
American Financial & Tax Strategies Inc
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|
NY | 0.3 |
|
IFS Advisors Inc
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|
FL | 0.3 |
|
Physician Wealth Solutions Inc
✚
|
0.3 |