# Vora Wealth Management, PLLC

> Vora Wealth Management, PLLC is an SEC-registered investment advisory firm in Flagstaff, AZ, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 4, 2024.

- CRD: 153559
- Filed as: VORA WEALTH MANAGEMENT, PLLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Flagstaff, AZ
- Filing period: October 2026
- Form ADV filing dated: April 4, 2024
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153559
- AdvisorCensus page: https://advisorcensus.com/firm/vora-wealth-management-pllc-flagstaff-az-153559

## Quick answers

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

**Where is Vora Wealth Management, PLLC located?**
Vora Wealth Management, PLLC's principal office is in Flagstaff, AZ, according to its Form ADV.

**Is Vora Wealth Management, PLLC registered with the SEC or a state?**
Vora Wealth Management, PLLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 153559.

**How much does Vora Wealth Management, PLLC manage?**
Vora Wealth Management, PLLC reports $74,797,158 in regulatory assets under management in its Form ADV filing dated April 4, 2024 (100% discretionary).

**How have Vora Wealth Management, PLLC's assets and staff changed since 2022?**
In the Form ADV data for Vora Wealth Management, PLLC: Regulatory assets under management: $139,216,690 in the October 2022 data and $74,797,158 in the October 2026 data, down 46%. Total employees: 3 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vora Wealth Management, PLLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (593); pension and profit sharing plans (but not the plan participants or government pension plans) (61); high net worth individuals (6).

**Does Vora Wealth Management, PLLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.G (pending regulatory proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153559

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $74,797,158
- Discretionary: $74,797,158
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 593 | $54,365,233 |
| High net worth individuals | 6 | $14,896,745 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 61 | $5,535,180 |

### 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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.G: Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153559

### Websites listed on Form ADV (Item 1.I)
- vorawealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $139,216,690 | 3 | September 28, 2022 |
| October 2023 | $74,797,158 | 6 | September 7, 2023 |
| October 2024 | $74,797,158 | 1 | April 4, 2024 |
| October 2025 | $74,797,158 | 1 | April 4, 2024 |
| October 2026 | $74,797,158 | 1 | April 4, 2024 |

Regulatory assets under management: $139,216,690 in the October 2022 data and $74,797,158 in the October 2026 data, down 46%.
Total employees: 3 in October 2022 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vora Wealth Management, PLLC (CRD 153559): Form ADV filing data as of October 2026.