Mora Wealth Management LLC

Mora Wealth Management LLC (CRD# 112221) is a financial advisory firm headquartered in Miami, FL. They manage $540,200,000 in 584 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    540
    MILLION
  • Total Number of Accounts
    584
    ACCOUNTS
  • Average Account Value
    $925,000
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 13 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 22 years of experience in the finance industry.

2
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.

3
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.

4
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 16 years of experience in the finance industry.

5
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 13 years of experience in the finance industry.

6
Salvador Garcon
CRD#: 3241078
1450 Brickell Avenue, Suite 2900, Miami, FL 33131
90
Wealthminder
score

Salvador Garcon (CRD# 3241078) is an Investment Advisor Representative working at Mora Wealth Management LLC in Miami, FL and has over 4 years of experience in the finance industry.

7
Jeffrey M. Eagle
CRD#: 1425776
515 North Flagler Drive, Suite P-300, West Palm Beach, FL 33401
83
Wealthminder
score

Jeffrey Eagle (CRD# 1425776) is an Investment Advisor Representative working at Mora Wealth Management LLC in West Palm Beach, FL and has over 31 years of experience in the finance industry.

8
Jack L. Kaplan
CRD#: 839606
515 North Flagler Drive, Suite 910, West Palm Beach, FL 33401
83
Wealthminder
score

Jack Kaplan (CRD# 839606) is an Investment Advisor Representative working at Mora Wealth Management LLC in West Palm Beach, FL and has over 37 years of experience in the finance industry.

9
Stephen C. Potts
CRD#: 2754636
1450 Brickell Avenue, Suite 2900, Miami, FL 33131
68
Wealthminder
score

Stephen Potts (CRD# 2754636) is an Investment Advisor Representative working at Mora Wealth Management LLC in Miami, FL and has over 21 years of experience in the finance industry.

10
Alexandre S. Braune
CRD#: 2920094
1450 Brickell Avenue, Suite 2900, Miami, FL 33131
58
Wealthminder
score

Alexandre Braune (CRD# 2920094) is an Investment Advisor Representative working at Mora Wealth Management LLC in Miami, FL and has over 10 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.