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- Custodian
- Betterment · Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-23-2021
- Office Locations
- 2
Office Locations
About Orion Wealth Management LLC
Orion Wealth Management LLC is a Texas-based, founder-led advisory firm led by Ken Hopkins, focused on building goal- and risk-based investment plans with an emphasis on transparency and full disclosure. The practice provides asset management and portfolio construction, using a mix of public funds, ETFs, and fixed income. Operations include relationships with custodians such as Charles Schwab and LPL Financial.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 4 advisory representatives and 75 clients, or 18.8 clients per representative. That equates to $219.7K in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on September 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
KENNETH BERNARD HOPKINS
Chief Compliance Officer, Managing Member, President
- CRD
- #1226206
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MATTHEW WESTIN GENTRY
Financial Advisor
- CRD
- #5692514
THOMAS ALBERT HAMILTON
--
- CRD
- #2742103
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $16,477,527 | -- |
| Total | $16,477,527 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Orion Wealth Management LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.