# Oris Wealth Designs LLC

> Oris Wealth Designs LLC is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 13, 2025.

- CRD: 308463
- Filed as: ORIS WEALTH DESIGNS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 13, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/308463
- AdvisorCensus page: https://advisorcensus.com/firm/oris-wealth-designs-llc-308463

## Quick answers

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

**Is Oris Wealth Designs LLC registered with the SEC or a state?**
Oris Wealth Designs LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 308463.

**How much does Oris Wealth Designs LLC manage?**
Oris Wealth Designs LLC reports $2,000,000 in regulatory assets under management in its Form ADV filing dated March 13, 2025 (100% discretionary).

**Does Oris Wealth Designs LLC 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/308463

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,000,000
- Discretionary: $2,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $2,000,000 |
| High net worth individuals | 0 | $0 |
| 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: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oriswealth.com
- LinkedIn @lucian-ioja-b349008

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oris Wealth Designs LLC (CRD 308463): Form ADV filing data as of October 2026.