Frank
Washelesky

Orba Wealth Advisors, LLC

CRD#6987733
Investment Advisor
in Chicago, IL

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About this Advisor

Frank Washelesky is a financial advisor based in Chicago, Illinois, working with Orba Wealth Advisors, LLC. Frank has previously held a position at Ostrow Reisin Berk & Abrams, LTD and is registered to provide services in Illinois and Texas. Currently, Frank is part of Orba Wealth Advisors, LLC, which operates out of Chicago, Illinois. The firm has 2 offices and 9 employees. The firm manages assets totaling $162.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Orba Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

455 N. Cityfront Plaza Drive Suite 1610
Chicago, IL 60611-5313

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Orba Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$162,451,767

IL Average: $6,674,516,078
Total Number of Employees

9

IL Average: 44
Total Number of Accounts

342

IL Average: 2,564
Average Account Size

$475,005

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Frank Washelesky Work History

1995 - Present (29 years)

Ostrow Reisin Berk & Abrams, LTD

Disclosures

Please visit the SEC profile of Frank Washelesky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Orba Wealth Advisors, LLC

Ryan Kertes
Chicago, IL
Jeffrey Green
Chicago, IL
Colin O'Neill
Chicago, IL
Thomas Pierce
Chicago, IL
James Petitpren
Chicago, IL
Daniel Newman
Chicago, IL
Tamara Partridge
Chicago, IL
Luke Schillo
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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