Origin Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$770,895
Clients
4
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$192,724
About
Origin Wealth Management provides discretionary asset management and financial planning services to individual clients, including high‑net‑worth individuals. The firm offers full financial plans, ongoing planning engagements, and topic‑specific consultations alongside portfolio management and implementation.
Investment programs are constructed using fundamental analysis and Modern Portfolio Theory to set asset allocation and risk targets, and may include long‑term holdings, short‑term trades, and option strategies (including covered calls and cash‑secured puts); portfolios are monitored, rebalanced, and reviewed periodically. Accounts are managed on a discretionary basis and the firm requires the use of its selected custodian for execution and custody.
Distinctive features disclosed in the brochure include an affiliated insurance practice in which the firm’s principal spends about 20% of their time and may receive customary insurance commissions, a relationship the firm acknowledges as a potential conflict and discloses mitigation steps for. The firm also states it does not use performance‑based fees, and its small scale — a modest client base and under $1 million in managed assets — may affect operational practices such as trade aggregation and directed brokerage policies.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Retirement income strategy
Fee options
Full financial plans offered at a flat fee between $2,000 and $6,000; Ongoing financial planning fees between $900 and $3,600 annually
$0 - $1,000,000: 1.0% annually $1,000,001 - $3,000,000: 0.90% annually $3,000,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.75% annually Over $10,000,000+: 0.70% annually
$200 per hour for financial consulting services
Fee-only: Hourly fees at $200 per hour for consulting; Fixed fees for full financial plans between $2,000 and $6,000; Ongoing financial planning fees between $900 and $3,600 annually, paid semi-annually in advance
Main office location
Origin Wealth Management LLC
12001 Sunrise Valley Drive, Suite 400
Reston VA 20191, United States
Number of offices
2
Most active in
Origin Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
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.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
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