# Origin Wealth Advisers

> Origin Wealth Advisers is a state-registered investment advisory firm in Austin, TX, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 171946
- Filed as: ORIGIN WEALTH ADVISERS
- Legal name: Origin Wealth Advisers LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171946
- AdvisorCensus page: https://advisorcensus.com/firm/origin-wealth-advisers-austin-tx-171946

## Quick answers

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

**Where is Origin Wealth Advisers located?**
Origin Wealth Advisers' principal office is in Austin, TX, according to its Form ADV.

**Is Origin Wealth Advisers registered with the SEC or a state?**
Origin Wealth Advisers is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171946.

**How much does Origin Wealth Advisers manage?**
Origin Wealth Advisers reports $80,633,335 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (99% discretionary).

**What types of clients does Origin Wealth Advisers serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (37); individuals (other than high net worth individuals) (11).

**Does Origin Wealth Advisers 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/171946

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $80,633,335
- Discretionary: $79,769,719
- Non-discretionary: $863,616

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $4,436,628 |
| High net worth individuals | 37 | $76,196,707 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bitcoinfinancialadvisorsnetwork.com
- originwa.com
- originwa.com/BLOG
- LinkedIn @ORIGIN-WEALTH-ADVISERS-LLC
- LinkedIn @MORGENROCHARD
- X @MORGENROCHARD

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Origin Wealth Advisers (CRD 171946): Form ADV filing data as of October 2026.