A complete list of active advisors currently associated with Oris Wealth Designs LLC

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

ORIS Wealth Designs LLC provides discretionary investment management and financial planning to individuals (including high-net-worth), trusts, and estates. The firm offers standalone financial plans or planning bundled with advisory services and reported $2,000,000 in discretionary assets under management as of December 31, 2024. Portfolios are constructed and monitored based on each client’s stated objectives, risk tolerance, and financial circumstances, with the firm able to exercise limited discretionary trading authority and to recommend or retain independent third‑party managers. Financial planning work includes broad areas such as retirement and estate planning and may include analysis of home equity conversion mortgages (HECMs), with HECM transactions referred to third‑party providers from whom the firm reports receiving no compensation. Compared with many investment managers, the firm operates at a small scale and discloses several less‑common activities: a firm principal is licensed to sell insurance and the firm may recommend insurance products for which commission compensation is possible, and the adviser receives a portion of fees when delegating assets to third‑party managers. The firm also participates in institutional custodian programs and related custodial services that provide operational and research support to the adviser.

To learn more about the advisors currently working at Oris Wealth Designs 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.

Name	Location	Years of experience
Lucian Ioja	Southlake, TX	8

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