ORBA Wealth Advisors LLC

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Assets, Funds, Holdings

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ORBA Wealth Advisors LLC
CRD #297351
SEC #801-121526
CIK #
AUM $257.1 MM (2024-08-23)
Employees 16 (100% Investors, 6% Brokers)
Phone312-670-6262
Address455 N Cityfront Plaza Drive
Chicago, IL 60611-5313
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
3002401801206002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 94 19.0
(b) Individuals (high net worth individuals) 128 227.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 8 4.8
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 3 6.2
(n) Other 0 0.0
Total 455 257.1
By Discretionary
Discretionary 445 250.1
Non-Discretionary 10 7.1
Total 455 257.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 257.1
Total 455 257.1
Comparable Firms State AUM ($BB)
Gen-Wealth Partners Inc
MI 0.3
Banker Investment Group Inc
IN 0.3
Optimum Financial Services LLC
MS 0.3
Divergent Planning LLC
MD 0.3
Bison Creek Wealth Management LLC
VA 0.3
Crestmont Private Wealth LLC
TX 0.3
Wealth Advisors Network Inc
NE 0.3
Trinity Wealth Advisors LLC
MO 0.3
Denali Wealth Management Inc
WI 0.3
Global Investment Adviser LC
FL 0.3
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