ORBIS WEALTH MANAGEMENT

ORBIS WEALTH MANAGEMENT of PETERBOROUGH, NH is an SEC-registered investment adviser (CRD 332287). Regulatory assets under management: $84.1M.

Registration

• CRD: 332287
• Type: Registered investment adviser
• Location: 45 MAIN STREET, PETERBOROUGH, NH, 03458
• Phone: (603) 563-0265
• Latest filing: 2026-06-08
• Regulatory AUM: $84.1M
• Discretionary AUM: $79.2M
• Non-discretionary AUM: $4.9M
• Clients: 2
• Accounts: 416

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332287 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search