RIA Intel›Advisers›Delaware›ORIGIN WEALTH ADVISERS LLC

ORIGIN WEALTH ADVISERS LLC

Advisory

Data as of Mar 13, 2026 · Source: SEC Form ADV

Average account

$278K

across 290 accounts

AUM per adviser

$40M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$81M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$81M

Discretionary AUM$80M

Non-Discretionary AUM$864K

Discretionary %98.9%

Total Clients48

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT, NY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

48 clients

37 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

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ROCKFORD FINANCIAL PLANNING LLC

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COMPOSURE WEALTH MANAGEMENT, LLC

$83M

RSD ADVISORS, LLC

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