Allora Wealth, LLC
Firm details
- Headquarters
- ,
- CRD number
- 336562
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.69%
- Individuals24.31%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Allora Wealth, LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses, and it acts as a capital allocator by selecting outside advisers and managers on clients’ behalf. Its fee arrangements are flexible, including a percentage-of-AUM fee, hourly charges, and fixed fees. Allora does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Cash & Cash Equivalents9%
- Exchange Traded Equities1%
Owners & executives
1 of 1
Mary Storjohann
Chief Executive Officer & Chief Compliance OfficerCRD 4798603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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