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Thomas Edward Pierce

Orba Wealth Advisors, LLC

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About Thomas Edward Pierce

Thomas Edward Pierce is a registered investment advisor representative associated with Orba Wealth Advisors, LLC. Thomas has been in the industry since 2012. He has a Series 65 license and is registered in Illinois and Texas. Thomas specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. He is also an investment advisor representative with Orba Wealth Advisors, LLC. Orba Wealth Advisors, LLC manages $257,142,862 in assets for 455 clients, including individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and other investment advisors. The firm's main office is located in Chicago, IL.

Firm Information

Thomas Pierce is currently registered with Orba Wealth Advisors, LLC. 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.

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Thomas Pierce’s Registration & Firm History

IL

11/05/2023 - Present

Orba Wealth Advisors, LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 12/07/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Edward Pierce.
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