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OREI ADVISORS LP

AUSTIN, TX · CRD 284241 · IAPD ↗ · ohanare.com · 650-681-0185

$2.18BRegulatory AUM
24Advisory reps
41Employees
0Clients
n/aPlanning clients
16Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — OREI ADVISORS LP notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — OREI ADVISORS LP added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — OREI ADVISORS LP reported RAUM up 27% ($1.71B -> $2.18B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2025 — OREI ADVISORS LP reported RAUM up 31% ($1.31B -> $1.71B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
74
April 2025 — OREI ADVISORS LP grew from 17 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2024 — OREI ADVISORS LP grew from 14 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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