ORION WEALTH MANAGEMENT LLC

ORION WEALTH MANAGEMENT LLC of RICHARDSON, TX is an SEC-registered investment adviser (CRD 313698). Regulatory assets under management: $16.5M.

Registration

• CRD: 313698
• Type: Registered investment adviser
• Location: 3400 N. CENTRAL EXPY., RICHARDSON, TX, 75080
• Phone: 972-891-8609
• Latest filing: 2026-06-08
• Regulatory AUM: $16.5M
• Non-discretionary AUM: $16.5M
• Clients: 4
• Accounts: 73

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313698 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search