ORBA WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$136,895,601
Discretionary
$133,749,227
Non-discretionary
$3,146,374
Firm details
- CRD number
- 297351
- SEC file number
- 801-121526
- Main office
- CHICAGO, IL, United States
- Employees
- 16
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of May 2026.