Mora Wealth Management LLC

Mora Wealth Management LLC (CRD# 112221) is a financial advisory firm headquartered in Miami, FL. They manage $562,307,233 in 629 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    562
    MILLION
  • Total Number of Accounts
    629
    ACCOUNTS
  • Average Account Value
    $893,970
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MI, MO, NC, NH, NJ, NY, PA, SC, TX, VT, WI

Financial Advisors at Mora Wealth Management LLC
Showing 1 - 10 of 18 top financial advisors.
1
Eli Butnaru
CRD#: 2527114
1450 Brickell Avenue, Suite 2900, Miami, FL 33131
96
Wealthminder
score

Eli Butnaru (CRD# 2527114) is an Investment Advisor Representative working at Mora Wealth Management LLC in Miami, FL and has over 23 years of experience in the finance industry.

2
Cristina C. Acosta
CRD#: 4461245
1450 Brickell Avenue, Suite 2900, Miami, FL 33131
93
Wealthminder
score

Cristina Acosta (CRD# 4461245) is an Investment Advisor Representative working at Mora Wealth Management LLC in Miami, FL and has over 15 years of experience in the finance industry.

3
Alexandro Ampudia Tommasi
CRD#: 4921219
1450 Brickell Avenue, Suite 2900, Miami, FL 33131
93
Wealthminder
score

Alexandro Ampudia Tommasi (CRD# 4921219) is an Investment Advisor Representative working at Mora Wealth Management LLC in Miami, FL and has over 9 years of experience in the finance industry.

4
Giselle Bircann Mercado
CRD#: 4097242
1450 Brickell Avenue, Suite 2900, Miami, FL 33131
93
Wealthminder
score

Giselle Bircann Mercado (CRD# 4097242) is an Investment Advisor Representative working at Mora Wealth Management LLC in Miami, FL and has over 14 years of experience in the finance industry.

5
Sergio R. Bister Pessaj
CRD#: 4531076
1450 Brickell Avenue, Suite 2900, Miami, FL 33131
93
Wealthminder
score

Sergio Bister Pessaj (CRD# 4531076) is an Investment Advisor Representative working at Mora Wealth Management LLC in Miami, FL and has over 13 years of experience in the finance industry.

6
Carey M. Blecher
CRD#: 1427848
1450 Brickell Avenue, Suite 2900, Miami, FL 33131
93
Wealthminder
score

Carey Blecher (CRD# 1427848) is an Investment Advisor Representative working at Mora Wealth Management LLC in Miami, FL and has over 32 years of experience in the finance industry.

7
Salvador Garcon
CRD#: 3241078
1450 Brickell Avenue, Suite 2900, Miami, FL 33131
93
Wealthminder
score

Salvador Garcon (CRD# 3241078) is an Investment Advisor Representative working at Mora Wealth Management LLC in Miami, FL and has over 5 years of experience in the finance industry.

8
Marco A. Moreno
CRD#: 4320011
1450 Brickell Avenue, Suite 2900, Miami, FL 33131
93
Wealthminder
score

Marco Moreno (CRD# 4320011) is an Investment Advisor Representative working at Mora Wealth Management LLC in Miami, FL and has over 17 years of experience in the finance industry.

9
Daniel Richmond
CRD#: 4704875
1450 Brickell Avenue, Suite 2900, Miami, FL 33131
93
Wealthminder
score

Daniel Richmond (CRD# 4704875) is an Investment Advisor Representative working at Mora Wealth Management LLC in Miami, FL and has over 14 years of experience in the finance industry.

10
Henry D. Aguilar Bello
CRD#: 6341980
1450 Brickell Avenue, Suite 2900, Miami, FL 33131
88
Wealthminder
score

Henry Aguilar Bello (CRD# 6341980) is an Investment Advisor Representative working at Mora Wealth Management LLC in Miami, FL and has 1 year of experience in the finance industry.

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