Nora Wealth

RIAState 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 a Georgia-based limited liability company operating as an independent registered investment adviser at the state level. The firm serves both individuals and families as well as institutional clients, and its owner is an individual practitioner. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and client education through seminars and workshops. Nora Wealth bills clients through a mix of AUM-based fees, hourly charges, and fixed-fee engagements and functions as a capital allocator, placing client capital with third-party managers when appropriate. The firm does not identify as an active ESG investor and appears focused on a single-state footprint.