Dharmesh
Vora
Vora Wealth Management, Pllc
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About this Advisor
Dharmesh Vora is a financial advisor operating in Flagstaff, Arizona with a total of 12 years of relevant experience. Vora is on the advisory team at Vora Wealth Management, Pllc. Vora has gained experience at Vora 6482, LLC, Vora Investment Properties, LLC, Vora Financial Group, Pllc, Vora Wealth Management, Pllc, Vora Tax, LLC, Vora 1785, LLC, Om Laxmi Inc, Vora Holdings, LLC, Vora2007, LLC, 824 N. Beaver, LLC, 820 N. Beaver, LLC, 117 S. San Francisco, LLC, Dharma Karma Foundation For Humanity, Om Shanti Om, LLC, Vora 6360, LLC, Zen Marketing, LLC, Vora Technical, Inc, Vora Trading, LLC, Vora 1660 Uh, LLC, 822 Investments, LLC, Zoom Leasing, LLC and Exec Rides Az, LLC. Vora holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona, California, Florida, Illinois, North Carolina and Texas. Vora Wealth Management, Pllc is a business that has its headquarters in Flagstaff, AZ. It has just five advisors. It oversees $75 million in assets under management across its 1,065 accounts, making it one of the smaller investment advisory firms in the country by assets under management. Of its 1,065 accounts, just 1% belong to high-net-worth investors who have at least $1 million in investable assets. Vora Wealth Management, Pllc has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees usually depend on which services the firm provides the client. However, fees billed by Vora Wealth Management, Pllc likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vora Wealth Management, Pllc Brokerage Details
$74,797,158
5
1,065
$70,232
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Dharmesh Vora Work History
Dharmesh has been registered as a financial advisor for 12 years.*
Exec Rides Az, LLC
822 Investments, LLC
Zoom Leasing, LLC
Zen Marketing, LLC
Vora Technical, Inc
Vora Trading, LLC
Vora 1660 Uh, LLC
Om Shanti Om, LLC
824 N. Beaver, LLC
820 N. Beaver, LLC
Dharma Karma Foundation For Humanity
Om Laxmi Inc
Vora Holdings, LLC
Vora 6482, LLC
Vora 1785, LLC
Vora Wealth Management, Pllc
Vora Investment Properties, LLC
Vora Financial Group, Pllc
Vora 6360, LLC
117 S. San Francisco, LLC
Vora2007, LLC
Vora Tax, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dharmesh Vora to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vora Wealth Management, Pllc
Flagstaff, AZ
Flagstaff, AZ
Flagstaff, AZ
Phoenix, AZ
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