O
$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-09-2020
- Office Locations
- 1
Office Locations
-- Southlake TX
About Oris Wealth Designs LLC
ORIS Wealth Designs LLC is a retail-focused advisory firm providing financial planning and portfolio management, with support for insurance and estate/legacy planning needs. The firm uses a macroeconomic, metrics-driven process centered on the “velocity of money” to coordinate strategies over a client’s lifetime, targeting improved cash flow, tax efficiency, and risk management. Custody is held with Charles Schwab & Co.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Oak Momentum Crest Meridian
Investment Themes
Foundation
Investment Vehicles
Ember pathway Capital
Services
Zenith meridian Ember Crest Glacier Zenith Ridge element
Owner & Executives
L
Lucian Florian Ioja
Chief Compliance Officer, Founder, Managing Member
- CRD
- #3208687
- Ownership
- 75% or more
(281) 748-6837
beacon.crest@primecapital.com
in linkedin.com/in/pathway-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,000,000
Derivatives:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | $2,182,234,664 | 100.0% |
| Total | $2,182,234,664 | 100.0% |