RIA Intel›Advisers›Illinois›ORBA WEALTH ADVISORS, LLC

ORBA WEALTH ADVISORS, LLC

Advisory

N·CHICAGO, IL

Data as of Dec 10, 2024 · Source: SEC Form ADV

Total AUM

$137M

1-Year AUM Growth

+58.3%

3-Year CAGR

+29.6%

Employees

16

Assets Under Management

Total AUM$137M

Discretionary AUM$134M

Non-Discretionary AUM$3M

Discretionary %97.7%

Total Clients107

Team

Total Employees16

Investment Advisers16

Employee Growth (1Y)+100.0%

Filing History

Total Filings on Record13

First FilingMay 18, 2021

Latest FilingDec 10, 2024

🔒 Full AUM trend chart and 13 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ORBA WEALTH ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.