A
$11.7M Total AUM
$11.7M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-18-2025
- Office Locations
- 1
Office Locations
-- Chula Vista CA
About Allora Wealth, LLC
Allora Wealth, LLC is a Chula Vista-based RIA. The firm has been operating for 1 years. Managing $11.7M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
39 AVG AGE
$11.7M AVG AUM / ADVISOR
$650.3K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MARY ELIZABETH STORJOHANN
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4798603
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,705,304 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,705,304 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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