Orion Wealth Management LLC

RIAState Registered
Total AUM
$16.5M
Discretionary
$0
0% of AUM
Avg account
$226K
Accounts
73
Employees
4
Advisory reps
5

Firm details

Headquarters
Richardson, Texas
CRD number
313698
Website
www.orionwmtx.com
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • Individuals55.16%
  • HNWI44.84%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Orion Wealth Management LLC is a small fee-based advisory firm organized as an LLC that serves both individual/family and institutional clients. The firm charges a percentage of assets under management and offers portfolio management for individuals and small businesses, plus selection of other advisers. Orion also operates as an insurance broker, indicating a cross-over between advisory and insurance solutions in client service. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Exchange Traded Equities 22%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 6%, US Government Bonds 1%, Private Funds 1%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities22%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%

Contacts

3 of 5
  • Matthew Gentry

    Matthew Gentry

    Investment Advisor RepresentativeCRD 5692514

  • Kenneth Hopkins

    Kenneth Hopkins

    Portfolio ManagerCRD 1226206

  • Thomas Hamilton

    Thomas Hamilton

    CRD 2742103

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Richardson, TX

Dallas

Location

Richardson, TX

Headquartered in Richardson, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
3400 N Central Expy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth