# Orion Wealth Management

Orion Wealth Management is an Asset Manager based in Richardson, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Richardson, United States
- **Region:** North America
- **Address:** Oakland, CA, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** orionwealthmanagement.com

## Regulatory record

- **CRD number:** 313698
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313698

## About

ORION WEALTH MANAGEMENT LLC is a state-registered investment adviser in RICHARDSON, TX. The firm manages approximately $16 million in regulatory assets. It has 4 employees and 4 investment advisers.

## Sectors

- Wealth Management
- Financial Planning

## People

- Nina O'Neal — Partner, Investment Advisor
- Matthew O'Neal — Partner, Investment Advisor

## Questions

### How does Orion Wealth Management charge for its services?

Orion operates strictly as a fee-only registered investment advisor. Client fees are calculated as a percentage of assets under management, and the firm does not collect commissions, brokerage revenue, or third-party payments. This aligns compensation with portfolio performance and client retention.

### What is the firm's core equity investment approach?

The firm uses Dimensional Fund Advisors (DFA) mutual funds as the primary building blocks for equity allocations. DFA's strategy targets academic factor premiums such as small-cap, value, and profitability tilts across broadly diversified portfolios, rather than pursuing active stock selection or market timing.

### Is Orion affiliated with a bank or broker-dealer?

No. Orion Wealth Management is an independent RIA, not a subsidiary of a bank, insurance company, or broker-dealer. Client assets are custodied at a third-party qualified custodian — a standard structure that separates money management from asset custody for investor protection.

### Who makes investment decisions at the firm?

Investment decisions are made by partners Nina and Matthew O'Neal, who also serve as the primary client-facing advisors. There is no separate corporate-level investment committee or external investment consultant driving portfolio changes, keeping the decision chain short and directly tied to client relationships.

### Does Orion use in-house proprietary funds or outside managers?

Orion relies on third-party fund managers, most centrally Dimensional Fund Advisors, rather than manufacturing or distributing proprietary Orion-branded products. Fixed-income holdings are managed directly as individual bond portfolios. This external-manager approach eliminates a conflict present when advisors recommend funds that also generate revenue for their own firm.

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Last updated: 2026-06-03T20:00:00.000Z

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