ANORA WEALTH

RIASEC Registered

Total AUM

$1.9M

Discretionary

$1.9M

100% of AUM

Avg account

$138K

Accounts

Employees

Advisory reps

Firm details

Headquarters: SAN MARCOS, California
CRD number: 337437
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Anora Wealth is an independent registered investment advisor organized as an LLC and owned by an individual. The firm serves individual and family clients and positions itself as both a wealth manager and a capital allocator, combining financial planning with portfolio management for individuals and small businesses. Its service menu includes selection of other advisers, pension-consulting style work, and client education through seminars or workshops. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm identifies as an active ESG investor.