CRD: 337488
Origin Wealth Management LLC
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- Custodian
- Charles Schwab & Company · JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-24-2025
- Office Locations
- 1
Office Locations
About Origin Wealth Management LLC
Origin Wealth Management is a Reston, VA RIA founded by CFP® Christopher Smith. The firm delivers personalized wealth management and comprehensive planning—retirement, tax, estate, insurance needs analysis, and investment planning—plus debt reduction, advanced budgeting, and behavioral finance coaching. It works with working professionals, business owners, veterans, and pre-retirees, and primarily implements portfolios with ETFs/public funds, with custody including Schwab. No account minimums.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Christopher Allen Smith
Chief Compliance Officer, Chief Executive Officer
- CRD
- #7792032
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $770,895 | -- |
| Non-Discretionary | $0 | -- |
| Total | $770,895 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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