# Orion Wealth Advisors

Orion Wealth Advisors is an Institutional Investor based in Lexington, United States.

## Overview

- **Organization type:** Institutional Investor
- **Headquarters:** Lexington, United States
- **Address:** Lexington, United States
- **Assets under management:** Undisclosed
- **Website:** www.orionwealthadvisors.com

## Regulatory record

- **Reports private funds:** No

## About

Orion Wealth Advisors operates as an institutional investor headquartered in Lexington, United States. The firm specializes in providing financial planning and investment management services. Its primary client base includes near-retirees, retirees, and widows. To serve these clients, the firm employs a holistic, values-based approach to wealth management. Specific details regarding its investment sectors, portfolio companies, and assets under management are not available in the provided facts.

## Sectors

- Institutional Investor
- United States

## Questions

### What services does Orion Wealth Advisors provide?

Orion Wealth Advisors provides financial planning and investment management services.

### Who are the target clients of Orion Wealth Advisors?

The firm primarily serves near-retirees, retirees, and widows using a holistic values-based approach.

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Last updated: 2026-07-13T04:25:36.000Z

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