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| ORBA Wealth Advisors LLC
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|---|---|
| CRD # | 297351 |
| SEC # | 801-121526 |
| CIK # | 0002010248 |
| AUM | 136.9 M (2025-11-28) |
| Employees | 16 (100% Investors, 6% Brokers) |
| Phone | 312-670-6262 |
| Address | 455 N Cityfront Plaza Drive Chicago, IL 60611-5313 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.4 | ||
| Lam Research Corp | 2.2 | ||
| Global MOFY Metaverse Ltd | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 9.3 |
| (b) Individuals (high net worth individuals) | 65 | 118.8 |
| (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 | 3 | 3.4 |
| (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 | 2 | 5.5 |
| (n) Other | 0 | 0.0 |
| Total | 222 | 136.9 |
| By Discretionary | ||
| Discretionary | 212 | 133.7 |
| Non-Discretionary | 10 | 3.1 |
| Total | 222 | 136.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.9 | |
| Total | 222 | 136.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002010248] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Vision Investment Advisors LLC
✚
|
CT | 137.4 M |
|
Keystone Wealth Management Inc
✚
|
IA | 137.4 M |
|
Global Brokerage Services Inc
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|
MD | 137.3 M |
|
Jaras Financial Services Inc
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|
137.2 M | |
|
Directional Asset Management LLC
✚
|
IL | 136.9 M |
|
PVA Financial LLC
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|
136.9 M | |
|
Coordinated Capital Securities Inc
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|
WI | 136.8 M |
|
Norton Capital Management Inc
✚
|
VA | 136.6 M |
|
Vanweelden Wealth Management LLC
✚
|
OH | 136.5 M |
|
Bridgelight Capital LLC
✚
|
AZ | 136.4 M |