ORG Wealth Partners LLC

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Assets, Funds, Holdings

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ORG Wealth Partners LLC
CRD #330923
SEC #801-130034
CIK #
AUM $247.9 MM (2024-08-23)
Employees 6 (17% Investors, 0% Brokers)
Phone214-440-3909
Address5001 Spring Valley Rd
Dallas, TX 75244
Source [IAPD]
Total AUM ($MM)
2502001501005002009201420192025
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
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