Origin Wealth Management LLC

Overview

Origin Wealth Management LLC is an independent registered investment adviser organized as a limited liability company. The firm focuses on individual and family clients and acts as a capital allocator, selecting third‑party managers in addition to providing direct portfolio management. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee schedule is flexible—covering percentage‑of‑AUM fees, fixed fees, hourly charges and performance‑based arrangements—suggesting the firm can structure engagements to match different client needs. Origin Wealth Management is not identified as an active ESG investor and appears to operate within a single state jurisdiction.

Assets & Accounts

Public Holdings

Investments & Alternatives