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).

Current Firm Details
455 N. Cityfront Plaza Drive, Suite 1610, Chicago, IL 60611
https://www.facebook.com/orbawealthadvisors
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 11 - 13 of 13 top financial advisors.
11
Tamara Partridge, financial advisor Chicago IL
Tamara M. Partridge
CRD#: 7791344
455 N. Cityfront Plaza Drive, Suite 1610, Chicago, IL 60611

Tamara Partridge (CRD# 7791344) is an Investment Advisor Representative working at Orba Wealth Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.

12
Thomas Pierce, financial advisor Chicago IL
Thomas E. Pierce
CRD#: 7200227
455 N. Cityfront Plaza Drive, Suite 1610, Chicago, IL 60611

Thomas Pierce (CRD# 7200227) 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.

13
Robert Swenson, financial advisor Chicago IL
Robert G. Swenson
CRD#: 7200220
455 N. Cityfront Plaza Drive, Suite 1610, Chicago, IL 60611

Robert Swenson (CRD# 7200220) 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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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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