VORA WEALTH MANAGEMENT, PLLC

RIASEC RegisteredEst. 2021

Total AUM

$74.8M

Discretionary

$74.8M

100% of AUM

Avg account

$70.2K

Accounts

1,065

Employees

Advisory reps

Firm details

Headquarters: FLAGSTAFF, Arizona
CRD number: 153559
Registered since: October 29, 2021
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., TD AMERITRADE, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals72.68%
HNWI19.92%
Pension & Profit Sharing Plans7.4%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Vora Wealth Management, PLLC is an independent registered investment advisor established in 2021. The firm operates as a limited liability company and caters to a diverse clientele, including individuals, families, and institutional investors. Vora Wealth Management offers a range of services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. While Vora Wealth Management does not focus on ESG investments, it does engage in educational seminars and workshops to enhance client knowledge.