SORA WEALTH, LLC

SORA WEALTH, LLC of LINCOLNWOOD, IL is an SEC-registered investment adviser (CRD 313208). Regulatory assets under management: $29.9M.

Registration

• CRD: 313208
• Type: Registered investment adviser
• Location: 7358 N LINCOLN AVE, LINCOLNWOOD, IL, 60712
• Phone: 847-773-7433
• Latest filing: 2026-03-05
• Regulatory AUM: $29.9M
• Discretionary AUM: $29.9M
• Clients: 1
• Accounts: 66

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313208 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search