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VORA WEALTH MANAGEMENT, PLLC
CRD 153559 · SEC 801-122599
2500 S. WOODLANDS VILLAGE BOULEVARD, SUITE 3, FLAGSTAFF, AZ, 86001, United States
Phone
928-526-8672
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$74.8M
Discretionary AUM
$74.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2024-04-04
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 593 | $54.4M |
| High net worth individuals | 6 | $14.9M |
| Pension/profit sharing plans | 61 | $5.5M |
States served
CO
All web addresses on file
Official SEC filing: View on IAPD