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).
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Total Assets Under Management162MILLION
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Total Number of Accounts342ACCOUNTS
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Average Account Value$475,005
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, FL, IL, NV, TX
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.