ORBA WEALTH ADVISORS, LLC
CRD #297351 SEC #801-121526 CHICAGO, IL (312) 670-6262
SEC Registered
Total AUM
$136.9M
Discretionary
$133.7M
Employees
16
Clients
101
Accounts
222
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $136.9M | $133.7M | $3.1M | 16 | 0 |
| Aug 2025 | $136.9M | $133.7M | $3.1M | 16 | 0 |
| Jun 2025 | $257.1M | $250.1M | $7.1M | 16 | 0 |
| May 2025 | $257.1M | $250.1M | $7.1M | 16 | 0 |
| Feb 2025 | $257.1M | $250.1M | $7.1M | 16 | 0 |
| Feb 2025 | $257.1M | $250.1M | $7.1M | 16 | 0 |
| Dec 2024 | $257.1M | $250.1M | $7.1M | 16 | 0 |
| Aug 2024 | $257.1M | $250.1M | $7.1M | 16 | 0 |
| Jul 2024 | $162.5M | $159.6M | $2.9M | 9 | 0 |
| Dec 2023 | $162.5M | $159.6M | $2.9M | 9 | 0 |
| Nov 2023 | $162.5M | $159.6M | $2.9M | 9 | 0 |
| Aug 2023 | $162.5M | $159.6M | $2.9M | 9 | 0 |
| Nov 2022 | $122M | $116.7M | $5.3M | 10 | 0 |
| Aug 2022 | $122M | $116.7M | $5.3M | 10 | 0 |
| Apr 2022 | $128.3M | $123.3M | $4.9M | 10 | 0 |
| Mar 2022 | $128.3M | $123.3M | $4.9M | 10 | 0 |
| Jun 2021 | $103.6M | $99.4M | $4.2M | 6 | 0 |
| Jun 2021 | $103.6M | $99.4M | $4.2M | 6 | 0 |
| May 2021 | $103.6M | $99.4M | $4.2M | 6 | 0 |
DateNov 2025
Total AUM$136.9M
Discretionary$133.7M
Non-Disc.$3.1M
Employees16
Clients0
DateAug 2025
Total AUM$136.9M
Discretionary$133.7M
Non-Disc.$3.1M
Employees16
Clients0
DateJun 2025
Total AUM$257.1M
Discretionary$250.1M
Non-Disc.$7.1M
Employees16
Clients0
DateMay 2025
Total AUM$257.1M
Discretionary$250.1M
Non-Disc.$7.1M
Employees16
Clients0
DateFeb 2025
Total AUM$257.1M
Discretionary$250.1M
Non-Disc.$7.1M
Employees16
Clients0
DateFeb 2025
Total AUM$257.1M
Discretionary$250.1M
Non-Disc.$7.1M
Employees16
Clients0
DateDec 2024
Total AUM$257.1M
Discretionary$250.1M
Non-Disc.$7.1M
Employees16
Clients0
DateAug 2024
Total AUM$257.1M
Discretionary$250.1M
Non-Disc.$7.1M
Employees16
Clients0
DateJul 2024
Total AUM$162.5M
Discretionary$159.6M
Non-Disc.$2.9M
Employees9
Clients0
DateDec 2023
Total AUM$162.5M
Discretionary$159.6M
Non-Disc.$2.9M
Employees9
Clients0
DateNov 2023
Total AUM$162.5M
Discretionary$159.6M
Non-Disc.$2.9M
Employees9
Clients0
DateAug 2023
Total AUM$162.5M
Discretionary$159.6M
Non-Disc.$2.9M
Employees9
Clients0
DateNov 2022
Total AUM$122M
Discretionary$116.7M
Non-Disc.$5.3M
Employees10
Clients0
DateAug 2022
Total AUM$122M
Discretionary$116.7M
Non-Disc.$5.3M
Employees10
Clients0
DateApr 2022
Total AUM$128.3M
Discretionary$123.3M
Non-Disc.$4.9M
Employees10
Clients0
DateMar 2022
Total AUM$128.3M
Discretionary$123.3M
Non-Disc.$4.9M
Employees10
Clients0
DateJun 2021
Total AUM$103.6M
Discretionary$99.4M
Non-Disc.$4.2M
Employees6
Clients0
DateJun 2021
Total AUM$103.6M
Discretionary$99.4M
Non-Disc.$4.2M
Employees6
Clients0
DateMay 2021
Total AUM$103.6M
Discretionary$99.4M
Non-Disc.$4.2M
Employees6
Clients0