1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ORBA WEALTH ADVISORS, LLC

Map pinCHICAGO, IL
Phone(312) 670-6262
NotebookSEC #801-121526
Total AUM
$136.9M
Employees
16
Clients
107

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
455 N. CITYFRONT PLAZA DRIVE
SUITE 1610
CHICAGO
IL 60611-5313
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(312) 670-6262
Other Offices
16

ReceiptFinancials

Total AUM
$136.9M
Accounts
222
Discretionary
$133.7M
Accounts
212
Non-Discretionary
$3.1M
Accounts
10

ContactClients

View more in analytics →

Individual Clients
37
AUM
$9.3M
HNW Individual Clients
65
AUM
$118.8M
Pension/Profit Sharing Plan Clients
3
AUM
$3.4M
Corporation or Business Clients
2
AUM
$5.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLIDILINMINVTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account