ORBA Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$136,895,601
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
102
64% high-net worth
Total advisors
1
of 16 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
102
Average account size
$1,342,114
About
ORBA Wealth Advisors, LLC provides financial planning and investment advisory services to individuals and their families as well as to trusts, not‑for‑profit entities, closely held businesses, and corporate retirement plans. The firm offers discretionary portfolio management, selection and monitoring of third‑party money managers, and participation in LPL Financial advisory programs, and it is the sponsor and manager of the ORBA Wealth Wrap Fee Program.
The firm’s investment process emphasizes diversified, tax‑aware asset allocation, minimizing fees and transaction costs where practical, and regular portfolio reviews with periodic rebalancing to maintain target allocations. ORBA uses mutual funds, ETFs, individual securities and third‑party managers to implement tailored target portfolios, and it provides plan sponsor support including fiduciary selection services through LPL’s Small Market Solution.
Notable distinctions include its ownership by Ostrow Reisin Berk & Abrams, Ltd., an accounting firm, and related subsidiaries that provide insurance, cloud accounting and consulting services, which creates an integrated accounting/tax/insurance service network uncommon among peers. ORBA also operates an unusually large number of offices for its peer group (17), sponsors a wrap fee program, serves a mix of corporate and pension/profit‑sharing plan clients in addition to individual clients, and employs professionals with Juris Doctor degrees (who do not practice law), features that are less typical for managers primarily focused on pooled or institutional assets.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Retirement income strategy
General estate planning guidance
Tax strategies for small businesses
Occupation focus
Founder/Business Owner
Executive
Fee options
$0 - $1,000,000: 1.50% $1,000,000 - $3,000,000: 1.25% $3,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.85% $10,000,000+: Negotiable
Certain management persons are registered representatives of broker-dealer and receive commissions on securities sales, but commissions are not primary compensation.
Account minimum: $1,000,000 Minimum fee: Additional fixed fees for financial planning projects generally range between $500 and $25,000 Fee-only: Financial planning services included free with investment advisory services; additional fixed fees for complex planning projects ranging from $500 to $25,000
Main office location
ORBA Wealth Advisors, LLC
455 N. Cityfront Plaza Drive, Suite 1610
Chicago IL 60611-5313, United States
Number of offices
17
Most active in
ORBA Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · Idaho · Illinois · Indiana · Michigan · Nevada · Texas · Wyoming
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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