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- Custodian
- BNY Mellon · Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2010
- Office Locations
- 1
Office Locations
About Vora Wealth Management, Pllc
Vora Wealth Management, PLLC (Specter Wealth) is an Arizona-based RIA providing financial planning and investment management, including tax, estate/legacy, retirement plan guidance and insurance/annuity planning, with a client focus that includes entrepreneurs. Portfolios emphasize fixed income and ETF-based allocations. The firm works with major custodians such as Schwab and Fidelity and supports held-away retirement assets via Pontera.
Team overview
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Client Personas
Investment Themes
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Platform
Services
Technology
Owner & Executives
DHARMESH VIRENDRA VORA
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #2629494
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,797,158 | $70,232 |
| Non-Discretionary | $0 | -- |
| Total | $74,797,158 | $70,232 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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