Orion Wealth Management LLC

RIASEC Registered

Total AUM

$16.5M

Discretionary

$0

0% of AUM

Avg account

$226K

Accounts

73

Employees

4

Advisory reps

4

Firm details

Headquarters: Richardson, Texas
CRD number: 313698
Website: www.orionwmtx.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM
Client types: Individuals55.16%
HNWI44.84%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Orion Wealth Management LLC is organized as a limited liability company and owned by an individual. The firm serves both individual/family and institutional clients and bills primarily as a percentage of assets under management. Its advisory services focus on portfolio management for individuals and small businesses and on selecting third‑party advisers. Orion also engages in insurance brokerage. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds60%
Exchange Traded Equities22%
Investment Grade Corp Bonds10%
Cash & Cash Equivalents6%
US Government Bonds1%

Contacts

3 of 4

Timothy Stansbury
Registered RepresentativeCRD 5760046
Thomas Hamilton
CRD 2742103
Anthony Rose
Associate Vice PresidentCRD 8183710

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Richardson, TX

Dallas

Location

Richardson, TX

Headquartered in Richardson, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area: Dallas-Fort Worth, TX-OK
Region: South
County: Dallas
Address: 3400 N Central Expy
Time zone: CT (UTC-6)
Office locations

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