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- Custodian
- Drivewealth · State Street · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-27-2019
- Office Locations
- 33
Office Locations
About Origin Investment Advisory LLC
Origin (Origin Investment Advisory LLC) offers an all-in-one consumer financial platform combining AI-powered budgeting/spend tracking, synced account aggregation, portfolio monitoring (stocks/ETFs/retirement/crypto), and goal/market scenario forecasting, with access to CFP® professionals plus tax and estate planning tools. Investment advisory services are provided by its SEC-registered RIA, with brokerage custody through DriveWealth and 0.00% expense-ratio Origin investment accounts (custodian fees may apply).
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Owner & Executives
MATTHEW PETER WATSON
CEO, Founder
- CRD
- #6092241
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Andrew John Bencivenga
--
- CRD
- #7293159
PETER GREGG BOBOLIA
Financial Planner
- CRD
- #4552160
Showing 2 of 34 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,210,000 | $718 |
| Non-Discretionary | $32,450,000 | $7,189 |
| Total | $34,660,000 | $4,567 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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