SourcingSourcing

ORBA WEALTH ADVISORS, LLC

C30
CRD 297351·SEC 801-121526·CHICAGO, IL
AUM
$136.9M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$411K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ORBA WEALTH ADVISORS, LLC
CRD
297351
SEC file #
801-121526
EIN
—
DBA names
—

Economics

AUM
$136.9M
AUM band
$100M-$500M
AUM trajectory
'22'26
$103.6M → $136.9M▲ +32%
Client mix
Individuals High Net Worth65
Individuals Other37
Pension Profit Sharing Plans3
Corporations2

Operations

Employees (total)
16
Advisory staff (per ADV)
16
Advisory staff (5-yr trend)
'22'26
2 advisors → 16 advisors▲ +700%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
11/28/2025
ADV-W filed at
—
Website
linkedin.com/company/orba-wealth-advisors-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OSTROW REISIN BERK & ABRAMS, LTD.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
OSTROW REISIN BERK & ABRAMS, LTD.
FURLA, MICHAEL, SPERO
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Lpl Financial4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
FURLA, MICHAEL, SPERO
IAR · Executive Officer · 2.5%
6855048
PELLINO, JAMES, ROBERT
IAR · Executive Officer · 2.5%
6064936
Washelesky, Frank, L
Executive Officer · 2.5%
6987733