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VORA WEALTH MANAGEMENT, PLLC
CRD 153559File 801-122599
APPROVED
Retail clients
Disclosure events
Filing as of Apr 4, 2024
Feed vintage Oct 1, 2026
Regulatory AUM
$74.8M
Bottom 25% of cohort (national)
Discretionary AUM
$74.8M
Clients
660
1,065 accounts
Employees
1
Bottom 25% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Oct 29, 2021
- Principal office
- 2500 S. WOODLANDS VILLAGE BOULEVARD, SUITE 3, FLAGSTAFF, AZ, 86001
- Phone
- 928-526-8672
- Website
- https://www.vorawealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $74.8M
- Discretionary AUM
- $74.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,065
- Non-discretionary accounts
- 0
- Total accounts
- 1,065
- AUM per client
- $113K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $14.9M |
| Pension and profit sharing plans | 61 | $5.5M |
| Individuals (other than high net worth individuals) | 593 | $54.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11G
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 1 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 685 | 660 | decreased by25 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $139,216,690 | $74,797,158 | decreased by$64,419,532 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 685 | 1,065 | increased by380 |
| Apr 1, 2022 | Clients | 623 | 685 | increased by62 |
| Apr 1, 2022 | AUM | $139,500,000 | $139,216,690 | decreased by$283,310 |
| Apr 1, 2022 | Accounts | 669 | 685 | increased by16 |
| Jan 1, 2022 | Employees | 2 | 3 | increased by1 |
| Nov 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VORA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VORA WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.