PPrivate Fund Data Log in Join · $37/mo

Orba Wealth Advisors, LLC

CRD 297351SEC# 801-121526Chicago, IL
Export (members)
No longer SEC-registered. Orba Wealth Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$136.9M
Employees
16
Accounts
222
Location
Chicago, IL

Orba Wealth Advisors, LLC assets under management

Orba Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Chicago, IL. It reports $136.9 million in regulatory assets under management and employs 16 people.
View on SEC.gov ↗

Orba Wealth Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Frank L Washelesky ControlChief Compliance OfficerUnder 5%2018
James Robert Pellino ControlChief Operating OfficerUnder 5%2018
Michael Spero Furla ControlChief Investment OfficerUnder 5%2025
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Orba Wealth Advisors, LLC manage?

Orba Wealth Advisors, LLC reports $136.9 million in regulatory assets under management on its Form ADV.

How many employees does Orba Wealth Advisors, LLC have?

Orba Wealth Advisors, LLC reports 16 employees.

Where is Orba Wealth Advisors, LLC located?

Orba Wealth Advisors, LLC is based in Chicago, IL.

Does Orba Wealth Advisors, LLC disclose fund performance?

Orba Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address455 N. Cityfront Plaza Drive, Suite 1610, Chicago, IL 60611-5313
Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$133.7M
Non-discretionary$3.1M
Total (RAUM)$136.9M