A complete list of active advisors currently associated with Orion Wealth Management LLC

Warmer can help you find a great advisor at Orion Wealth Management LLC or one who fits your needs even better.

Orion Wealth Management LLC provides ongoing portfolio management and related advisory services primarily to individual and high‑net‑worth clients. The firm documents client objectives in an Investment Policy Statement and offers implementation and monitoring services for custody accounts as well as advisory oversight of held‑away retirement accounts. The firm’s investment work draws on fundamental, quantitative, technical analysis and modern portfolio theory and emphasizes long‑term trading using mutual funds, ETFs (including precious‑metal ETFs), equities, fixed income and insurance products. Client accounts are reviewed regularly (monthly oversight is noted) and OWM also leverages third‑party platforms (e.g., Pontera for held‑away accounts and Betterment/LPL relationships) to implement tax‑aware asset location and rebalancing. OWM is notable among similarly sized supported advisers for sponsoring and acting as the portfolio manager of a wrap fee program, a structure that only a small percentage of peers use, and for reporting primarily non‑discretionary assets ($16,477,527 non‑discretionary and $0 discretionary as of 12/31/2025). The brochure also discusses use of ETFs and strategies that may involve derivatives or complex instruments and describes discretionary implementation tools for certain held‑away accounts, an uncommon mix of non‑discretionary custody AUM together with wrap program sponsorship and held‑away operational discretion.

To learn more about the advisors currently working at Orion Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.