ORIS WEALTH DESIGNS LLC

ORIS WEALTH DESIGNS LLC is an SEC-registered investment adviser (CRD 308463). Regulatory assets under management: $2.0M.

Registration

• CRD: 308463
• Type: Registered investment adviser
• Phone: 714-717-1640
• Latest filing: 2025-03-13
• Regulatory AUM: $2.0M
• Discretionary AUM: $2.0M
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308463 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search