ORION PORTFOLIO SOLUTIONS, LLC

UUID4f1b37b9-7916-5ca8-a9e0-f3b620a51f5d

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:49

Updated2025-10-23 02:23:49

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Authority	Identifier	Display	As Of	Confidence
adv_crd	107975	107975	—	1.0
cik	0001802647	1802647	—	—
lei	254900ODWR8J2X17LR62	254900ODWR8J2X17LR62	—	—
sec_file_number	801-57265	801-57265	—	—

HQ CityOMAHA

HQ StateNE

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

As of 2025-06-24 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
No people recorded.

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

No evidence recorded for this organization yet.