ORG WEALTH PARTNERS

ORG WEALTH PARTNERS LLC Legal Name

Adviser information for ORG WEALTH PARTNERS last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	No

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planning
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-130034
SEC ERA File Number	801-130034
SEC CIK Numbers	None
SEC CRD Numbers	330923
Legal Entity Identifier	None

Principal Office

5001 SPRING VALLEY RD
SUITE 810W
DALLAS
TX
United States

Monday - Friday, 9AM - 5PM

Tel: 214-440-3909, Fax: None

Chief Compliance Officer

JUSTINE KIDWELL

5001 SPRING VALLEY RD

SUITE 810W

DALLAS

United States

Tel: 3175027243

J*******@*********M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners