← Back to searchVisit website
ORBIS WEALTH MANAGEMENT
ORBIS FINANCIAL GROUP INC.
CRD 332287
45 MAIN STREET, SUITE 205, PETERBOROUGH, NH, 03458, United States
Phone
(603) 563-0265
Fax
(603) 563-0266
Registration
— (—)
Source
State registered
Total AUM
$84.1M
Discretionary AUM
$79.2M
Team
2 total employees; 1 advisory reps; 161 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingFIXED INSURANCE SALES AND SERVICES AND BROKER/DEALER PRODUCTS AND SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 148 | $39.2M |
| High net worth individuals | 25 | $43.5M |
| Charitable organizations | 2 | $384K |
| Corporations/business entities | 4 | $927K |
All web addresses on file
Official SEC filing: View on IAPD