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ORIGIN WEALTH MANAGEMENT LLC
CRD 337488
12001 SUNRISE VALLEY DRIVE, SUITE 400, RESTON, VA, 20191, United States
Phone
703-386-7088
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$771K
Discretionary AUM
$771K
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $771K |
All web addresses on file
Official SEC filing: View on IAPD