RIA Intel›Advisers›Virginia›ORIGIN WEALTH MANAGEMENT LLC

ORIGIN WEALTH MANAGEMENT LLC

Advisory

RESTON, VA

Data as of Feb 20, 2026 · Source: SEC Form ADV

Average account

$96K

across 8 accounts

AUM per adviser

$771K

1 advisers

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM

$771K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$771K

Discretionary AUM$771K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

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

4 clients

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

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