Vora Wealth Management, Pllc

Vora Wealth Management, Pllc (CRD# 153559) is a financial advisory firm headquartered in Flagstaff, AZ. They manage $70,904,000 in 579 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
14 E. Birch Ave, Flagstaff, AZ 86001
By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    579
    ACCOUNTS
  • Average Account Value
    $122,459
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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

Financial Advisors at Vora Wealth Management, Pllc
Showing 1 - 1 of 1 top financial advisors.
1
Dharmesh Vora, financial advisor Flagstaff AZ
Dharmesh V. Vora
CRD#: 2629494
14 E. Birch Ave, Flagstaff, AZ 86001
93
Wealthminder
score

Dharmesh Vora (CRD# 2629494) is an Investment Advisor Representative working at Vora Wealth Management, Pllc in Flagstaff, AZ and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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