SORA WEALTH, LLC

Overview

Sora Wealth, LLC is a small, independent registered investment adviser serving individual and family clients with a blend of financial planning and discretionary portfolio management. The firm charges a mix of percentage-of-AUM, hourly, and flat fees and focuses on building portfolios primarily from pooled public funds while selectively allocating to third‑party alternative managers. Its model is advisor‑led and owner‑driven, with active discretionary authority across client accounts. Investment activity centers on using mutual funds and similar public pooled vehicles as the core building blocks for equity and fixed‑income exposure. Where the firm seeks diversification or extended return potential, it allocates to external private equity and real estate managers rather than operating as a direct capital allocator. Sora Wealth does not characterize itself as an active ESG investor and does not act as a pension consultant or multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices