Orion Capital Wealth And Investment Management, Llc

Investment Adviser CRD 343682 ·

☆ Save with Pro ADV data as of Sep 18, 2026

Regulatory AUM: —
Discretionary: —
Clients: —
Avg AUM / client: —
Accounts: —
Employees: 11

Disciplinary disclosures

This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.

How they charge

• Percentage of assets under management
• Fixed fees

Services

• Financial planning services
• Portfolio management for individuals/small businesses
• Portfolio management for businesses/institutional clients
• Selection of other advisers

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 18, 2026.