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- Custodian
- American Funds · Charles Schwab & Company · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Element valueVital
- Established Date
- 10-02-2024
- Office Locations
- 1
Office Locations
About Orbis Wealth Management
Orbis Wealth Management is a fee-based RIA founded by Steve Kim, CFP®, providing financial planning and wealth management with an emphasis on retirement planning and business-owner succession/liquidity strategies. The firm serves individuals and families across New England (Peterborough, NH and Greenfield, MA) and implements portfolios primarily with ETFs; insurance solutions are offered through Gradient Insurance Brokerage, Inc.
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Owner & Executives
STEVE CHONG YOUNG KIM
Chief Compliance Officer, President, Private Client Advisor
- CRD
- #2228392
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,167,874 | -- |
| Non-Discretionary | $4,907,396 | -- |
| Total | $84,075,270 | -- |
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Separately Managed Accounts
Total SMA Asset: $84,075,270
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $592,840,964 | 22.2% |
| Cash | $905,284,176 | 33.9% |
| Municipal Bonds | $835,852,351 | 31.3% |
| U.S. Government/Agency | $336,477,304 | 12.6% |
| Total | $2,670,454,795 | 100.0% |