$1.9M Total AUM
$1.9M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- PioneerSummit
- Established Date
- 08-11-2025
- Office Locations
- 1
Office Locations
979 Woodland Pkwy STE 101155 SAN Marcos CA
About Anora Wealth
Anora Wealth is a SAN Marcos-based RIA. The firm has been operating for 0 years. Managing $1.9M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Business Succession, Equity Compensation, Estate Planning.
Team overview
33 AVG AGE
$1.9M AVG AUM / ADVISOR
$481.4K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Catalyst Optima foundation Foundation fusion Ember Ember Crest pathway Value eagle
Custodian
Beacon catalyst Peak Frontier frontier Value Atlas alpha
Investment Themes
Crest bridge Timber vertex Horizon value Radial momentum Focus foundation
Investment Vehicles
Foundation eagle Vertex ember
Services
North Vital vector Alpha momentum Insight value Vital signal Zenith focus Value Crest pioneer
Technology
Ember Zenith signal
Owner & Executives
Thao Thien Truong
Chief Compliance Officer, FOUNDER, Managing Member, WEALTH ADVISOR
- CRD
- #7247090
- Ownership
- 75% or more
(767) 614-3748
legacy.atlas@wavecapital.com
in linkedin.com/in/zenith-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,925,526 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,925,526 | -- |
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Separately Managed Accounts
Total SMA Asset: $1,925,526
Public Funds:
49.5% Equity - Exchange:
27.9% Cash:
22.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,393,686,286 | 49.5% |
| Equity - Exchange | $1,912,804,997 | 27.9% |
| Cash | $1,549,440,607 | 22.6% |
| Total | $6,855,931,890 | 100.0% |