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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.