William C Crum

Employer firm

Orion Portfolio Solutions, LLC CRD 107975

$64.8B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2024 → Present
  Orion Portfolio Solutions
  Omaha, NE
• 01/2023 → 06/2024
  Taskvisory
  Irvine, CA
• 01/2022 → 12/2022
  Ad Ventures
  Lehi, UT
• 01/2022 → 12/2022
  Angel Studios
  Provo, UT
• 01/2021 → 12/2021
  Vermillion Rock Advisors
  St George, UT
• 01/2020 → 12/2020
  Unemployed
  Provo, UT
• 11/2017 → 11/2019
  Church Of Jesus Christ Of Latter-Day Saints
  Buenos Aires
• 01/2014 → 11/2017
  Unemployed
  Mesa, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-24