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- Custodian
- Altruist · Charles Schwab & Company · TD Ameritrade · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-22-2018
- Office Locations
- 1
Office Locations
About Rora Wealth, Inc.
Rora is an independent, planning-first advisory firm focused on modern professionals with complex equity and executive compensation. The firm pairs a coaching/“therapy-like” discovery process with comprehensive wealth management, including tax planning and filing, estate planning, holistic life planning, and investment strategy with tax-loss harvesting. Investment implementation is primarily ETF-based, with platforms including Altruist.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
Samuel Deane I
Chief Compliance Officer, Investment Advisor
- CRD
- #6882384
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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