NORA WEALTH

RIASEC Registered

Total AUM

$83.7M

Discretionary

$83.7M

100% of AUM

Avg account

$473K

Accounts

177

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 285098
Website: www.norawealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI83.94%
Individuals11.36%
Pension & Profit Sharing Plans4.18%
Charitable Organizations0.53%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Nora Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional clients and positions itself as a capital allocator, sourcing third‑party managers to implement portions of client portfolios. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and educational seminars or workshops. Nora Wealth bills through a mix of percentage‑of‑AUM fees plus hourly and fixed‑fee arrangements. Regulatory and operational flags in the record show it is not flagged as an active ESG investor, it is not a multi‑state adviser, and it is not a newly formed adviser. The firm’s SEC registration year is not listed in the available data.