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ORG Wealth Partners LLC
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CRD # | 330923 |
SEC # | 801-130034 |
CIK # | |
AUM | $247.9 MM (2024-08-23) |
Employees | 6 (17% Investors, 0% Brokers) |
Phone | 214-440-3909 |
Address | 5001 Spring Valley Rd Dallas, TX 75244 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 75 | 12.4 |
(b) Individuals (high net worth individuals) | 41 | 235.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 481 | 247.9 |
By Discretionary | ||
Discretionary | 383 | 202.6 |
Non-Discretionary | 98 | 45.2 |
Total | 481 | 247.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 247.9 | |
Total | 481 | 247.9 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Avondale Wealth Management LLC
✚
|
TX | 0.3 |
Trail Ridge Investment Advisors LLC
✚
|
CO | 0.2 |
Christensen King & Associates Investment Services Inc
✚
|
WA | 0.2 |
Creegan & Nassoura Financial Group LLC
✚
|
NH | 0.2 |
Fuhrman Management Associates Inc
✚
|
PA | 0.2 |
Aspen Wealth Strategies LLC
✚
|
CO | 0.2 |
Trace Wealth Advisors LLC
✚
|
CA | 0.2 |
Sequoia Wealth Management Group LLC
✚
|
NV | 0.2 |
Yoder Wealth Management Inc
✚
|
CA | 0.2 |
JBR Co Financial Management Inc
✚
|
OK | 0.2 |