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ORION WEALTH MANAGEMENT LLC

Advisory

RICHARDSON, TX

Data as of Jun 8, 2026 · Source: SEC Form ADV

Rank in TX
#2,214
of 2,813 advisers by AUM
Average account
$226K
across 73 accounts
AUM per adviser
$4M
4 advisers

Source: SEC Form ADV. Figures as filed Jun 8, 2026.

Total AUM
$16M
Discretionary %
0%
Clients
75
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$16M
Discretionary AUM$0
Non-Discretionary AUM$16M
Discretionary %0%
Total Clients75
Team
Total Employees4
Investment Advisers4
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, LA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

NASHIONAL INDEPENDENT INVESTMENT MANAGEMENT LLC
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$16M
INTERNATIONAL ASSET MANAGEMENT, INC.
$16M
SCOTT AND ASSOCIATES OF TEXAS, INC.
$17M
BRIGGS MANAGEMENT & RESEARCH CO.
HOUSTON, TX
$17M
FIDELIUM INVESTMENT ADVISERS, LLC
$17M
QUANTLAB CAPITAL MANAGEMENT, LLC
HOUSTON, TX
$16M
+10.1% 1Y

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