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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-07-2021
- Office Locations
- 1
Office Locations
About Sora Wealth, LLC
Sora Wealth is a founder-led, Illinois-based RIA providing fiduciary wealth management and personalized financial planning. The firm uses a goal-based process with asset review, risk profiling, and ongoing partnership to recalibrate portfolios as client needs change, with planning support across tax, estate, insurance, and charitable considerations. Investment implementation emphasizes asset allocation via public funds, including mutual funds and ETFs; custody includes Fidelity/NFS.
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Custodian
Investment Themes
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Platform
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Owner & Executives
SAM BAKOU
Chief Compliance Officer, FOUNDER, Managing Member
- CRD
- #3087361
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,876,820 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,876,820 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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