WL
William H. Little
ORG PARTNERS
Dallas, TX 75244
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CRD#: 7670121
WL
Professional summary
William H Little is a registered financial advisor currently at ORG PARTNERS located in Dallas, Texas and ASCENTIS WEALTH MANAGEMENT, LLC located in Dallas, Texas.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. William has worked at 3 firms and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Part-time tennis coach for ama landscape and design. $20,000 compensation per year and not investment related. Address: P.O. Box 463, Prosper, TX. 75078. No time during trading hours is spent on this activity and 16 hours per month spent total.
CRS (Client Relationship Summary) - RIA
Click below to view William H Little's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 12, 2022 - Present
ORG PARTNERS
Office #1: 5001 Spring Valley Rd Suite 810w, Dallas, TX 75244RIA
CRD#: 312728
Dallas, TX
Current
July 12, 2024 - Present
ASCENTIS WEALTH MANAGEMENT, LLC
Office #1: 5001 Spring Valley Rd Suite 810w, Dallas, TX 75244RIA
CRD#: 330923
DALLAS, TX
Past
December 6, 2024 - August 25, 2025
ORG PARTNERS ASSET MANAGEMENT
RIA
CRD#: 330922
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OP
ORG PARTNERS
ABMEYER WEALTH MANAGEMENT, LLC. | XARTIS WEALTH ADVISORY GROUP | WINDFALL HILL CAPITAL, LLC | WAY STREET FINANCIAL | WATERSTONE WEALTH | TINKER CAPITAL | THE CIRQUE FINANCIAL GROUP | ORG PARTNERS LLC | ORG PARTNERS | ELIAS FINANCIAL SERVICES, LLC | CORNELL WEALTH MANAGEMENT LLC | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP | CAP | BENCHMARK FINANCIAL ADVISORS
CRD#: 312728 / SEC#: 801-120444
RIA
Registered Investment Advisory firm - (3/18/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(12/12/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
OP
ORG PARTNERS
ABMEYER WEALTH MANAGEMENT, LLC. | XARTIS WEALTH ADVISORY GROUP | WINDFALL HILL CAPITAL, LLC | WAY STREET FINANCIAL | WATERSTONE WEALTH | TINKER CAPITAL | THE CIRQUE FINANCIAL GROUP | ORG PARTNERS LLC | ORG PARTNERS | ELIAS FINANCIAL SERVICES, LLC | CORNELL WEALTH MANAGEMENT LLC | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP | CAP | BENCHMARK FINANCIAL ADVISORS
CRD#: 312728 / SEC#: 801-120444
RIA
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Contact information
Main Address
5001 Spring Valley Rd Suite 810w, Dallas, TX 75244
Mailing Address
Phone number
(260) 469-9173
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,747 |
| AUM (Assets Under Management) | $ 772,570,633 |
Red Flags
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