Vora Wealth Management, Pllc

RIASEC RegisteredEst. 2021

Total AUM

$74.8M

Discretionary

$74.8M

100% of AUM

Avg account

$70.2K

Accounts

1,065

Employees

Advisory reps

Firm details

Headquarters: Flagstaff, Arizona
CRD number: 153559
Registered since: October 29, 2021
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., TD AMERITRADE, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals72.68%
HNWI19.92%
Pension & Profit Sharing Plans7.4%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Vora Wealth Management, PLLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves both individual and family clients as well as institutional accounts, and functions as a capital allocator—placing client capital with third‑party managers in addition to managing portfolios directly. Fee arrangements include asset‑based fees alongside hourly and fixed fee engagements. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection and educational seminars. The firm does not characterize itself as an active ESG investor.