ORG WEALTH PARTNERS LLC

ORG WEALTH PARTNERS
DALLAS, Texas·1 registered advisor·CRD# 330923
SEC# 801-1300340214-440-3909
01

Firm Overview

AUM
$248M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Compensation
Percentage of AUM
03

Specialties

Financial PlanningFee-Only Advisory
04

Advisors at ORG WEALTH PARTNERS LLC

1 registered advisor
Catherine Gaynell Bailey
DALLAS, Texas
05

Office Locations

DALLAS, Texas
1 advisor

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Data sourced from SEC Form ADV filings. ORG WEALTH PARTNERS LLC (CRD# 330923) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.