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ORBA Wealth Advisors

EST. AUM
$136,895,601

CONTACTS
4

CLIENT ACCOUNTS
222

Firm Details

Metro area Chicago
CRD Number 297351
Website orbawealthadvisors.com
Client types

Overview

ORBA Wealth Advisors is a firm that specializes in wealth management services for high-net-worth individuals and families. The company offers a range of services including goals-based planning, asset management, tax-managed strategies, wealth transfer strategies, risk mitigation, insurance, and philanthropy and gifting. ORBA Wealth Advisors aims to support clients in achieving their financial well-being both in the short and long term. The firm emphasizes a forward-thinking approach and provides resources such as newsletters and alerts to keep clients informed about relevant financial topics. Additionally, ORBA Wealth Advisors operates as a registered investment advisor and is affiliated with LPL Financial.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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