ORBA WEALTH ADVISORS, LLC

455 N. Cityfront Plaza Drive
Suite 1610
Chicago, Illinois 60611-5313
Tel: (312) 670-6262

About ORBA WEALTH ADVISORS, LLC

ORBA WEALTH ADVISORS, LLC, formally registered with the SEC as ORBA WEALTH ADVISORS, LLC. The firm was established in 06/17/2021. They have over 14 offices throughout the country.

ORBA WEALTH ADVISORS, LLC is a Chicago, Illinois based Financial Planning firm with nearly $257,142,862 assets under management, offering retirement planning & investment advisory services to 455 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297351
SEC#	801-121526
Assets Managed by Firm	$257,142,862
No. of Clients	455
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	455	$257,142,862
Individuals (other than high net worth individuals)	94	$19,006,806
High net worth individuals	128	$227,157,586
Pension and profit sharing plans	8	$4,769,318
Corporations or other businesses	3	$6,209,152

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