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| VORA Wealth Management PLLC
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| |
|---|---|
| CRD # | 153559 |
| SEC # | 801-122599 |
| CIK # | |
| AUM | $74.8 MM (2023-11-16) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 928-526-8672 |
| Address | 822 N Humphreys Street Flagstaff, AZ 86001 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 593 | 54.4 |
| (b) Individuals (high net worth individuals) | 6 | 14.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 61 | 5.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,065 | 74.8 |
| By Discretionary | ||
| Discretionary | 1,065 | 74.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,065 | 74.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 74.8 | |
| Total | 1,065 | 74.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Zenith Solutions Inc
✚
|
PA | 0.1 |
|
FAMA Fiduciary Wealth LLC
✚
|
NY | 0.1 |
|
Virtus Financial Partners LLC
✚
|
FL | 0.1 |
|
Lee Investment Management LLC
✚
|
NY | 0.1 |
|
Bridge Financial Planning LLC
✚
|
0.1 | |
|
Apforia Ltd
✚
|
VA | 0.1 |
|
Castle Rock Investment Company
✚
|
CO | 0.1 |
|
Canterbury Investment Management LLC
✚
|
IN | 0.1 |
|
BONE FIDE Wealth LLC
✚
|
NY | 0.1 |
|
CLPF LLC
✚
|
NY | 0.1 |