ORION WEALTH MANAGEMENT LLC

Overview

Orion Wealth Management LLC operates as a small, fee-based advisor that combines advisory services with broker-dealer and insurance brokerage activity. The firm focuses on portfolio management for individuals and small businesses and also acts as a selector of other advisers, indicating a model that blends direct portfolio oversight with allocation to third-party managers. Its client base is primarily individual and family investors, with some institutional relationships. Compensation is driven by a percentage-of-AUM fee schedule, and the firm reports no active ESG investing program. Because the firm is registered as a capital allocator and lists selection of other advisers among its advisory activities, expect a mix of proprietary guidance and outsourced manager or product solutions rather than a purely in-house, model-driven platform. Advisory relationships are reported as non-discretionary, which suggests client-level decision involvement and an emphasis on suitability and execution through brokerage and insurance channels as well as advisory accounts.

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