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
- Unison north
- 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
Custodian
Beacon Timber
Investment Themes
Foundation Pathway momentum
Investment Vehicles
Ember pathway Capital
Services
Zenith meridian Ember Crest Glacier Zenith Ridge element Value timber
Technology
Bridge bridge
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% |