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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-2018
- Office Locations
- 1
Office Locations
About Orba Wealth Advisors, LLC
ORBA Wealth Advisors is a Chicago wealth management firm serving high-net-worth individuals and families. The team provides integrated financial, tax, and estate planning alongside portfolio construction and asset allocation, often using ETFs and mutual funds. Custody is through LPL Financial. The firm’s investment leadership includes Michael Furla, CFA, CFP, as Chief Investment Officer and Head of Wealth Advising.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICHAEL SPERO FURLA
Chief Investment Officer
- CRD
- #6855048
- Ownership
- Less than 5%
JAMES ROBERT PELLINO
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #6064936
- Ownership
- Less than 5%
Vital element
Zenith delta timber
- CRD
- #12348
- Ownership
- 47.7%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,749,227 | $630,893 |
| Non-Discretionary | $3,146,374 | $314,637 |
| Total | $136,895,601 | $616,647 |
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Separately Managed Accounts
Total SMA Asset: $136,895,601
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,082,788,866 | 31.2% |
| Equity - Exchange | $1,055,025,049 | 30.4% |
| Cash | $777,386,878 | 22.4% |
| Corporate - Investment Grade | $284,579,125 | 8.2% |
| Private Funds | $270,697,217 | 7.8% |
| Total | $3,470,477,135 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR INSIGHT SIGNAL | PIONEER ATLAS | XNZFE3J0A | XKKBO | 9.46% | $12,544,207 |
| ZENITH RIDGE | CATALYST CATALYST | ONWPVHMYO | JAE | 12.19% | $103,793,352 |
| ELEMENT NORTH | CAPITAL LEGACY | 6T0GWJU77 | DUR | 1.85% | $21,271,430 |
| FOCUS FOUNDATION | MERIDIAN OPTIMA | 4XG537PHB | LQDET | 1.91% | $99,923,768 |
| INSIGHT DELTA SUMMIT | CREST WAVE | NREJXAD59 | FGI | 2.81% | $79,716,284 |
| GLACIER ELEMENT | CATALYST RIDGE | 3MRAMST1G | OGH | 1.15% | $65,517,964 |
| QUANTUM VALUE BRIDGE | WAVE VITAL | ZGI24J19V | KFQ | 11.45% | $9,203,710 |
| SUMMIT BRIDGE | UNISON HARBOR | PIDOF59R7 | YQWMG | 3.15% | $53,675,801 |