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VORA WEALTH MANAGEMENT, PLLC

B57
CRD 153559·SEC 801-122599·FLAGSTAFF, AZ
AUM
$74.8M
$25M-$100M
Est. Revenue
$748K
@ 1% on AUM
Est. EBITDA
$224K
@ 30% margin
Est. Deal Value
$1.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VORA WEALTH MANAGEMENT, PLLC
CRD
153559
SEC file #
801-122599
EIN
—
DBA names
—

Economics

AUM
$74.8M
AUM band
$25M-$100M
AUM trajectory
'22'26
$139.5M → $74.8M▼ -46%
Client mix
Individuals Other593
Pension Profit Sharing Plans61
Individuals High Net Worth6

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
3 advisors → 1 advisors▼ -67%
Primary office
FLAGSTAFF AZ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/04/2024
ADV-W filed at
—
Website
vorawealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VORA HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
VORA HOLDINGS, LLC
VORA, DHARMESH, VIRENDRA
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VORAWEALTH.COM
Rdap Domain Creation Date
2009-11-17T03:39:24Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab8
E*trade4
Fidelity2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-17T03:39:24Z
Rdap Domain Last Changed
2025-09-20T10:39:57Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (1)

1
DHARMESH VORA
Executive Officer · 2.5%
2629494