Orbis Wealth Management

RIASEC Registered

Total AUM

$84.1M

Discretionary

$79.2M

94% of AUM

Avg account

$202K

Accounts

416

Employees

Advisory reps

Firm details

Headquarters: Peterborough, New Hampshire
CRD number: 332287
Custodians: CHARLES SCHWAB & CO., INC., JACKSON NATIONAL LIFE DISTRIBUTORS LLC, AMERICAN FUNDS & TRUSTS INCORPORATED
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI51.8%
Individuals46.64%
Corporations / Businesses1.1%
Pension & Profit Sharing Plans0.9%
Charitable Organizations0.46%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Orbis Wealth Management is an independent, privately owned registered investment adviser organized as a corporation. The firm advises individuals, families and some institutional clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing model is flexible: advisory fees based on a percentage of assets under management, supplemented by hourly and fixed fees and the use of commission-based products where applicable. The firm does not identify as an active ESG investor.