Oris Wealth Designs LLC

Oris Wealth Designs LLC (CRD# 308463) is a financial advisory firm headquartered in , . They manage $2,500,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.oriswealth.com/
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $625,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Oris Wealth Designs LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lucian Ioja, financial advisor Southlake TX
Lucian F. Ioja
CRD#: 3208687
Southlake, TX

Lucian Ioja (CRD# 3208687) is an Investment Advisor Representative working at Oris Wealth Designs LLC in Southlake, TX and has over 19 years of experience in the finance industry.

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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