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ORION WEALTH MANAGEMENT LLC
CRD 313698
3400 N. CENTRAL EXPY., STE. 110 -317, RICHARDSON, TX, 75080, United States
Phone
972-891-8609
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$16.5M
Discretionary AUM
$0
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $9.1M |
| High net worth individuals | 22 | $7.4M |
| Pension/profit sharing plans | 1 | — |
| Charitable organizations | 1 | — |
All web addresses on file
Official SEC filing: View on IAPD