Oris Wealth Designs LLC

Overview

Oris Wealth Designs LLC operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured to offer a blend of advisory services, with a significant emphasis on insurance brokerage. While it does not actively engage in ESG investing, it caters to a diverse client base through a fee structure that includes a percentage of assets under management and fixed fees. The firm does not classify itself as a capital allocator and does not have affiliations with other advisory firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices