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ORG PORTFOLIO MANAGEMENT LLC

BEACHWOOD, OH · CRD 130198 · IAPD ↗ · orgrealproperty.com · 216-468-0055

$6.38BRegulatory AUM
15Advisory reps
22Employees
2Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
April 2025 — ORG PORTFOLIO MANAGEMENT LLC changed its website from orgpm.com to orgrealproperty.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2024 — ORG PORTFOLIO MANAGEMENT LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2024 — ORG PORTFOLIO MANAGEMENT LLC reported RAUM up 43% ($4.02B -> $5.76B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.