Vora Wealth Management, PLLC

$74.8MAssets under management
as of Apr 2024 · SEC Form ADV
Flagstaff, AZ
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Tech stack

No one at Vora Wealth Management, PLLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Vora Wealth Management, PLLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $41M held · filed Apr 2024
Schwab
Per Form ADV · $33M held · filed Apr 2024