# Orbis Wealth Management

> Orbis Wealth Management is a state-registered investment advisory firm in Peterborough, NH, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 8, 2026.

- CRD: 332287
- Filed as: ORBIS WEALTH MANAGEMENT
- Legal name: Orbis Financial Group Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Peterborough, NH
- Filing period: October 2026
- Form ADV filing dated: June 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332287
- AdvisorCensus page: https://advisorcensus.com/firm/orbis-wealth-management-peterborough-nh-332287

## Quick answers

**How is Orbis Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Orbis Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**Where is Orbis Wealth Management located?**
Orbis Wealth Management's principal office is in Peterborough, NH, according to its Form ADV.

**Is Orbis Wealth Management registered with the SEC or a state?**
Orbis Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332287.

**How much does Orbis Wealth Management manage?**
Orbis Wealth Management reports $84,075,270 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (94% discretionary).

**What types of clients does Orbis Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (148); high net worth individuals (25); corporations or other businesses not listed above (4).

**Does Orbis Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332287

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $84,075,270
- Discretionary: $79,167,874
- Non-discretionary: $4,907,396

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 148 | $39,216,301 |
| High net worth individuals | 25 | $43,547,895 |
| Charitable organizations | 2 | $384,275 |
| Corporations or other businesses not listed above | 4 | $926,799 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2024 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- orbiswm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Orbis Wealth Management (CRD 332287): Form ADV filing data as of October 2026.