Sora Wealth, LLC

Overview

Sora Wealth, LLC is an Illinois-registered independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The firm does not describe itself as an ESG investor, is not set up as a multi-state adviser, and does not list pension consulting or related-adviser activities among its services. Business activity is concentrated on direct client advice rather than acting as a capital allocator to external platforms.

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Location & Offices