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VORA WEALTH MANAGEMENT, PLLC
2500 S. Woodlands Village Boulevard
Suite 3
Flagstaff, Arizona 86001
Tel: 928-526-8672
About VORA WEALTH MANAGEMENT, PLLC
VORA WEALTH MANAGEMENT, PLLC, formally registered with the SEC as VORA WEALTH MANAGEMENT, PLLC. The firm was established in 10/29/2021. They have over 2 offices throughout the country.
VORA WEALTH MANAGEMENT, PLLC is a Flagstaff, Arizona based Financial Planning firm with nearly $74,797,158 assets under management, offering retirement planning & investment advisory services to 1065 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153559 |
| SEC# | 801-122599 |
| Assets Managed by Firm | $74,797,158 |
| No. of Clients | 1065 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1065 | $74,797,158 |
| Individuals (other than high net worth individuals) | 593 | $54,365,233 |
| High net worth individuals | 6 | $14,896,745 |
| Pension and profit sharing plans | 61 | $5,535,180 |
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