Investment adviser · CRD 343682
ORION CAPITAL WEALTH AND INVESTMENT MANAGEMENT, LLC
Investment adviser filing (IA)
LAS VEGAS, NV, United States · Form ADV filed Sep 18, 2026
- Employees
- 11 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
8180 RAFAEL RIVERA WAY, SUITE 305LAS VEGAS, NV, 89113, United States
CRD 343682
Filing source
Form ADV 2132401 · Sep 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.