Orba Wealth Advisors, LLC

Orba Wealth Advisors, LLC (CRD# 297351) is a financial advisory firm headquartered in Chicago, IL. They manage $162,451,767 in 342 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    342
    ACCOUNTS
  • Average Account Value
    $475,005
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, NV, TX

Financial Advisors at Orba Wealth Advisors, LLC
Showing 1 - 10 of 13 top financial advisors.
1
James V. Petitpren
CRD#: 4221055
455 N. Cityfront Plaza Drive, Suite 1610, Chicago, IL 60611

James Petitpren (CRD# 4221055) is an Investment Advisor Representative working at Orba Wealth Advisors, LLC in Chicago, IL and has over 14 years of experience in the finance industry.

2
Luke M. Schillo
CRD#: 4958910
455 N. Cityfront Plaza Drive, Suite 1610, Chicago, IL 60611

Luke Schillo (CRD# 4958910) is an Investment Advisor Representative working at Orba Wealth Advisors, LLC in Chicago, IL and has over 6 years of experience in the finance industry.

3
Frank L. Washelesky
CRD#: 6987733
455 N. Cityfront Plaza Drive, Suite 1610, Chicago, IL 60611

Frank Washelesky (CRD# 6987733) is an Investment Advisor Representative working at Orba Wealth Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.

4
Tanya T. Gierut
CRD#: 7790772
455 N. Cityfront Plaza Drive, Suite 1610, Chicago, IL 60611

Tanya Gierut (CRD# 7790772) is an Investment Advisor Representative working at Orba Wealth Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.

5
Jeffrey R. Green
CRD#: 7791217
455 N. Cityfront Plaza Drive, Suite 1610, Chicago, IL 60611

Jeffrey Green (CRD# 7791217) is an Investment Advisor Representative working at Orba Wealth Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.

6
Ryan A. Kertes
CRD#: 7792352
455 N. Cityfront Plaza Drive, Suite 1610, Chicago, IL 60611

Ryan Kertes (CRD# 7792352) is an Investment Advisor Representative working at Orba Wealth Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.

7
Adam M. Levine
CRD#: 7200233
455 N. Cityfront Plaza Drive, Suite 1610, Chicago, IL 60611

Adam Levine (CRD# 7200233) is an Investment Advisor Representative working at Orba Wealth Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.

8
Daniel J. Newman
CRD#: 5365559
455 N. Cityfront Plaza Drive, Suite 1610, Chicago, IL 60611

Daniel Newman (CRD# 5365559) is an Investment Advisor Representative working at Orba Wealth Advisors, LLC in Chicago, IL and has over 16 years of experience in the finance industry.

9
Colin D. O'neill
CRD#: 7792455
455 N. Cityfront Plaza Drive, Suite 1610, Chicago, IL 60611

Colin O'neill (CRD# 7792455) is an Investment Advisor Representative working at Orba Wealth Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.

10
Joseph A. Odzer
CRD#: 7200221
455 N. Cityfront Plaza Drive, Suite 1610, Chicago, IL 60611

Joseph Odzer (CRD# 7200221) is an Investment Advisor Representative working at Orba Wealth Advisors, LLC in Chicago, IL and has over 4 years of experience in the finance industry.

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