Orba Wealth Advisors, LLC
CRD 297351SEC# 801-121526Chicago, IL
No longer SEC-registered. Orba Wealth Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$136.9M
Employees
16
Accounts
222
Location
Chicago, IL
Orba Wealth Advisors, LLC assets under management
Orba Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Chicago, IL. It reports $136.9 million in regulatory assets under management and employs 16 people.
Orba Wealth Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Frank L Washelesky Control | Chief Compliance Officer | Under 5% | 2018 |
| James Robert Pellino Control | Chief Operating Officer | Under 5% | 2018 |
| Michael Spero Furla Control | Chief Investment Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Orba Wealth Advisors, LLC manage?
Orba Wealth Advisors, LLC reports $136.9 million in regulatory assets under management on its Form ADV.
How many employees does Orba Wealth Advisors, LLC have?
Orba Wealth Advisors, LLC reports 16 employees.
Where is Orba Wealth Advisors, LLC located?
Orba Wealth Advisors, LLC is based in Chicago, IL.
Does Orba Wealth Advisors, LLC disclose fund performance?
Orba Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 455 N. Cityfront Plaza Drive, Suite 1610, Chicago, IL 60611-5313 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$136.9M▼ 47%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$136.9Mregulatory AUM
Discretionary $133.7MNon-discretionary $3.1M