$83.7M Total AUM
$83.7M Disc. AUM
-- 3Y CAGR
2 Employees
44 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Pathway alphaMatrix zenith +more
- Established Date
- 02-07-2017
- Office Locations
- 1
Office Locations
1201 Peachtree Street NE Building 400, Suite 100 Atlanta GA
About Nora Wealth
Nora Wealth is an Atlanta-based, fee-only advisory firm providing financial planning and ongoing wealth management focused on helping clients fund meaningful lives and legacies. With transparent, no-commission advice, it uses a signature Discovery Process to align goals across family, work, interests, and causes, then builds and manages portfolios to support them. Led by a CFP professional and NAPFA member.
Team overview
-- AVG AGE
$41.9M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
4.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
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Asset Classes
Alpha value Frontier optima
Client Personas
Beacon atlas Beacon insight
Custodian
Wave prime
Fund Managers
Crest
Investment Themes
North eagle Unison meridian Eagle Pathway capital
Investment Vehicles
Vertex
Services
Bridge Fusion vertex Focus Vital Value ridge Peak value Horizon quantum Timber peak Crest harbor Foundation signal
Technology
Delta Quantum Frontier
Owner & Executives
K
KATHY RENEE WEESE
Chief Compliance Officer, Managing Member
- CRD
- #5240260
- Ownership
- 75% or more
(272) 963-3717
value.oak@oakcapital.com
in linkedin.com/in/horizon-frontier
Showing 1 of 1 owners & executives
Unlock allContacts
M
Mindy Nicole Evans
--
- CRD
- #8264353
(340) 943-9237
peak.summit@oakcapital.com
in linkedin.com/in/beacon-prime
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,740,662 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,740,662 | -- |
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Separately Managed Accounts
Total SMA Asset: $83,740,662
Public Funds:
17.3% Equity - Exchange:
9.8% Cash:
9.6% Other:
18.7% Municipal Bonds:
14.0% U.S. Government/Agency:
30.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $497,564,074 | 17.3% |
| Equity - Exchange | $281,857,106 | 9.8% |
| Cash | $276,104,920 | 9.6% |
| Other | $537,829,375 | 18.7% |
| Municipal Bonds | $402,653,008 | 14.0% |
| U.S. Government/Agency | $880,084,432 | 30.6% |
| Total | $2,876,092,915 | 100.0% |