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ORBA Wealth Advisors LLC
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CRD # | 297351 |
SEC # | 801-121526 |
CIK # | |
AUM | $257.1 MM (2024-08-23) |
Employees | 16 (100% Investors, 6% Brokers) |
Phone | 312-670-6262 |
Address | 455 N Cityfront Plaza Drive Chicago, IL 60611-5313 |
Source | [IAPD] [Website] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 94 | 19.0 |
(b) Individuals (high net worth individuals) | 128 | 227.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 8 | 4.8 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 3 | 6.2 |
(n) Other | 0 | 0.0 |
Total | 455 | 257.1 |
By Discretionary | ||
Discretionary | 445 | 250.1 |
Non-Discretionary | 10 | 7.1 |
Total | 455 | 257.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 257.1 | |
Total | 455 | 257.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Gen-Wealth Partners Inc
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MI | 0.3 |
Banker Investment Group Inc
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IN | 0.3 |
Optimum Financial Services LLC
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|
MS | 0.3 |
Divergent Planning LLC
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|
MD | 0.3 |
Bison Creek Wealth Management LLC
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|
VA | 0.3 |
Crestmont Private Wealth LLC
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|
TX | 0.3 |
Wealth Advisors Network Inc
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|
NE | 0.3 |
Trinity Wealth Advisors LLC
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|
MO | 0.3 |
Denali Wealth Management Inc
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|
WI | 0.3 |
Global Investment Adviser LC
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|
FL | 0.3 |