ORIGIN WEALTH MANAGEMENT LLC

Overview

Origin Wealth Management LLC is a small, independent registered investment adviser organized as an LLC and owned by a domestic individual. The firm focuses on serving individual and family clients, combining financial planning with discretionary portfolio management and the selection of third‑party advisers when clients need specialty exposure. Its fee arrangements are varied — the firm charges a percentage of assets under management and also employs hourly, fixed, and performance‑based fee schedules depending on the engagement. Investment activity is concentrated toward pooled public vehicles rather than direct stock picking. The firm is not an active ESG investor and does not operate as a multi‑state or pension consulting adviser. An affiliation with an insurance company is listed, which suggests they either distribute or coordinate insurance products as part of comprehensive planning or risk‑transfer solutions. Origin acts as a capital allocator in client relationships, using outside managers or funds where appropriate.

Assets & Accounts

Public Holdings

Location & Offices