VORA Wealth Management PLLC

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Assets, Funds, Holdings

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VORA Wealth Management PLLC
CRD #153559
SEC #801-122599
CIK #
AUM
Employees 3 (33% Investors, 0% Brokers)
Phone928-526-8672
Address822 N Humphreys Street
Flagstaff, AZ 86001
Source [IAPD] [Website]
Total AUM ($M)
14011284562802010201420192024
AUM Breakdown Accounts AUM ($M)
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
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