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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- GlacierMomentum insight
- Established Date
- 02-14-2017
- Office Locations
- 1
Office Locations
About OBN Wealth Advisors
OBN Wealth Advisors is an independent, conflict-free advisory and planning firm focused on helping women build and protect wealth through tailored financial planning and investment strategy. Client education is a core part of the practice, with content covering behavioral finance, retirement, and Social Security. Portfolios are implemented primarily with public funds and ETFs, and the firm reports relationships with major custodians such as Charles Schwab.
Team overview
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Owner & Executives
ORRODON TERRELL DINKINS
Chief Compliance Officer, Financial Advisor, Managing Member, President
- CRD
- #5698486
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,986,616 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,986,616 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,986,616
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $336,813,587 | 19.8% |
| Equity - Exchange | $745,072,479 | 43.8% |
| Cash | $619,192,654 | 36.4% |
| Total | $1,701,078,720 | 100.0% |