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Orba Wealth Advisors, LLC

Headquartered in CHICAGO, IL

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Firm Information

Orba Wealth Advisors, LLC is an investment advisory firm based in Chicago, Illinois. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisers. Orba Wealth Advisors manages approximately $257,142,862 in assets for 455 accounts.

Orba Wealth Advisors, LLC

455 N. CITYFRONT PLAZA DRIVE

CHICAGO, IL 60611-5313

$257.14M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (11)

ORBA WEALTH ADVISORS, LLC has a total of 11 branch locations across the country.

Advisors at Orba Wealth Advisors, LLC

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Disclosures

There are no public disclosures for Orba Wealth Advisors, LLC.

Frequently Asked Questions (8)

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