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Building 2VORA WEALTH MANAGEMENT, PLLC

Map pinFLAGSTAFF, AZ
Phone928-526-8672
NotebookSEC #801-122599
Total AUM
$74.8M
Employees
1
Clients
660

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2500 S. WOODLANDS VILLAGE BOULEVARD
SUITE 3
FLAGSTAFF
AZ 86001
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
928-526-8672
Other Offices
1

ReceiptFinancials

Total AUM
$74.8M
Accounts
1,065
Discretionary
$74.8M
Accounts
1,065
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
593
AUM
$54.4M
HNW Individual Clients
6
AUM
$14.9M
Pension/Profit Sharing Plan Clients
61
AUM
$5.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Pending Regulatory Proceeding
State Registrations
AZCACOFLILNCPRTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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