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- Custodian
- Betterment · Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Glacier pioneer
- 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.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KENNETH BERNARD HOPKINS
Chief Compliance Officer, Managing Member, President
- CRD
- #1226206
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
THOMAS ALBERT HAMILTON
--
- CRD
- #2742103
Anthony Philip Rose
--
- CRD
- #8183710
Peak ember
Timber vital
- CRD
- #95028
Showing 2 of 4 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
Total SMA Asset: $16,477,527
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,224,126,276 | 20.0% |
| Equity - Exchange | $477,409,248 | 7.8% |
| Corporate - Investment Grade | $1,162,919,962 | 19.0% |
| Cash | $1,634,208,578 | 26.7% |
| Private Funds | $899,732,813 | 14.7% |
| U.S. Government/Agency | $722,234,503 | 11.8% |
| Total | $6,120,631,380 | 100.0% |