# ORION PORTFOLIO SOLUTIONS, LLC

ORION PORTFOLIO SOLUTIONS, LLC of OMAHA, NE is an SEC-registered investment adviser.

## Registration

- CRD: 107975
- Type: SEC-registered investment adviser
- SEC file number: 801-57265
- Location: 17605 WRIGHT ST, OMAHA, NE, 68130
- Phone: 859-426-2000
- Latest filing: 2026-07-31
- Regulatory AUM: $64.8B
- Discretionary AUM: $53.4B
- Non-discretionary AUM: $11.4B
- Clients: 305
- Accounts: 276,041

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: High net worth, Pooled vehicles, Pensions, Charities, Investment cos, Other

## Officers, owners & control persons (70)

_Showing 25 of 70 people._

| Name | Role | Location |
| --- | --- | --- |
| Siddharth Ramakrishnan | ELECTED MANAGER | San Francisco, CA |
| Kylee Marie Beach | CHIEF LEGAL OFFICER/SECRETARY | — |
| Michael Roy Burns | ELECTED MANAGER | — |
| Todd Richard Crockett | ELECTED MANAGER | — |
| Anthony Jon Salewski | ELECTED MANAGER | — |
| Lori Tope Hardwick | ELECTED MANAGER | — |
| Jonathan Russell Baum | ELECTED MANAGER | — |
| Charles George Goldman | ELECTED MANAGER | — |
| Mark Andrew Audrain | CHIEF COMPLIANCE OFFICER | — |
| Natalie Grace Wolfsen | CEO; ELECTED MANAGER | — |
| Mark Kevin Mayo | CHIEF FINANCIAL OFFICER | — |
| Jeffrey Thomas Harold Dekko | ELECTED MANAGER | — |
| Michael Wilford Forker | EVP, OPERATIONS | — |
| Ronald Earl Pruitt | PRESIDENT | — |
| Eric Reese Clarke | ELECTED MANAGER | — |
| Noreen Darcy Beaman | ELECTED MANAGER | — |
| Brian Thomas Mclaughlin | ELECTED MANAGER | — |
| GREEN STANLEY FRANKLIN | CHIEF FINANCIAL OFFICER | — |
| STIERWALT RICHARD EDWARD | DIRECTOR | — |
| RIGGS JAY ANTHONY | CHIEF INVESTMENT OFFICER | — |
| BAUM JONATHAN RUSSELL | ELECTED MANAGER | — |
| PRUITT RONALD EARL | PRESIDENT | — |
| BEAMAN NOREEN DARCY | ELECTED MANAGER; PRESIDENT | — |
| FERKO BRIAN MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| COOK DEAN WILLIAM | CHIEF EXECUTIVE OFFICER/ELECTED MANAGER; ELECTED MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107975/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107975/similar
- Related entities: https://search.stillhousedata.com/firm/107975/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107975

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.