Orba Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated November 28, 2025, reports $137M in regulatory assets under management, 16 employees, 16 offices, and 222 accounts.
Assets Under Management
$137M
Employees
16
Offices
16 offices
Total Clients
107
Primary office
CHICAGO, IL
455 N. CITYFRONT PLAZA DRIVE, SUITE 1610, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.7% of total clients.
Top client categories% of clientsClients
1
HNWI
60.7%
65
2
Individuals
34.6%
37
3
Pension Plans
2.8%
3
4
Corporations
1.9%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$137Mas of November 28, 2025
Discretionary97.7%
$134M
98% of total RAUM97.7%
Non-discretionary2.3%
$3M
2% of total RAUM2.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$137M
Total Accounts222
10Y AUM Change+$33M (+32.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee7:1
10Y Employee Change+10 (+166.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.