ORION CAPITAL WEALTH AND INVESTMENT MANAGEMENT, LLC

CRD 343682File 801-137438

APPROVED-120

Disclosure events

Filing as of Oct 21, 2026

Feed vintage Oct 23, 2026

Discuss this firm

Regulatory AUM

Not reported

Discretionary AUM

Not reported

Clients

Not reported accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Oct 22, 2026
Principal office: 8180 RAFAEL RIVERA WAY, SUITE 305, LAS VEGAS, NV, 89113
Phone: 855-897-8808
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: Not reported
Discretionary AUM: Not reported
Non-discretionary AUM: Not reported
Discretionary accounts: Not reported
Non-discretionary accounts: Not reported
Total accounts: Not reported
AUM per client: —

Clients by type

ADV Item 5D

No client-type detail reported.

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11D2
Q11D4
Q11D5
Q11E2
Q11E4

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ORION CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ORION CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.