ALLORA WEALTH, LLC

ALLORA WEALTH, LLC is an SEC-registered investment adviser (CRD 336562). Regulatory assets under management: $11.7M.

Registration

• CRD: 336562
• Type: Registered investment adviser
• Phone: (619) 259-0429
• Latest filing: 2026-05-13
• Regulatory AUM: $11.7M
• Discretionary AUM: $11.7M
• Clients: 1
• Accounts: 89

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336562 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search