Allora Wealth, LLC
Firm details
- Headquarters
- ,
- CRD number
- 336562
- Website
- allorawealth.com
- 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 a California-based independent registered investment advisor organized as a limited liability company and owned by an individual. The firm serves individual and family clients and offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee structure is flexible and includes percentage-of-AUM charges as well as hourly and fixed-fee arrangements. The firm acts as a capital allocator — sourcing and placing client capital with third-party managers — and does not identify as an ESG-focused manager.
Assets & Accounts
Public Holdings
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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