# Anora Wealth

> Anora Wealth is a state-registered investment advisory firm in San Marcos, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 14, 2026.

- CRD: 337437
- Filed as: ANORA WEALTH
- Legal name: Anora Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Marcos, CA
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337437
- AdvisorCensus page: https://advisorcensus.com/firm/anora-wealth-san-marcos-ca-337437

## Quick answers

**How is Anora Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Anora Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Anora Wealth located?**
Anora Wealth's principal office is in San Marcos, CA, according to its Form ADV.

**Is Anora Wealth registered with the SEC or a state?**
Anora Wealth is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337437.

**How much does Anora Wealth manage?**
Anora Wealth reports $1,925,526 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (100% discretionary).

**What types of clients does Anora Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4).

**Does Anora Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337437

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,925,526
- Discretionary: $1,925,526
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,925,526 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- anorawealth.com
- Facebook facebook.com
- Facebook facebook.com
- Instagram @thaotruong.anorawealth
- LinkedIn @anora-wealth
- TikTok @itsthaotruong

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Anora Wealth (CRD 337437): Form ADV filing data as of October 2026.