Orion Portfolio Services
$2.3M reported client assets across 1 advisory firms in FY2024 annual amendments
Reported client assets over time
$2.3M
$2.7M
2023
2024
Same-firm comparison: 1 firms that reported Orion Portfolio Services in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Emergent Wealth Advisors, Llc | $2.3M | $203M | 1.1% | 01/09/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.