Zachary
Waldon
Vora Wealth Management, Pllc
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About this Advisor
Zachary Waldon is a financial advisor based out of Flagstaff, Arizona. Waldon currently works for Vora Wealth Management, Pllc. Over the course of their career, Waldon has held roles at Pie Nation Pizzeria, Rancho Car Wash, Docuserve Pro, Kachina Downtown, Zsw Inc, Kachina Kitchen, Aspen Valley Golf Course, Dirty Birdies, Vora Wealth Management Pllc and Golden State Disposal. Waldon holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in California. Vora Wealth Management, Pllc is a registered investment business that has its headquarters in Flagstaff, AZ. The investment advisory business has just five financial advisors. It manages $75 million in assets under management across its 1,065 accounts, placing it among the smaller investment advisory firms in the nation by assets under management. Of its 1,065 accounts, just 1% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically vary depending on which services are provided. Fee types charged by Vora Wealth Management, Pllc can be comprised 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
Zachary Waldon Work History
Zachary has been registered as a financial advisor for 0 years.*
Vora Wealth Management Pllc
Kachina Kitchen
Aspen Valley Golf Course
Dirty Birdies
Vora Wealth Management Pllc
Golden State Disposal
Zsw Inc
Kachina Downtown
Rancho Car Wash
Docuserve Pro
Pie Nation Pizzeria
*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 Zachary Waldon 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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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