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SORA WEALTH, LLC
CRD 313208
7358 N LINCOLN AVE, UNIT 170, LINCOLNWOOD, IL, 60712, United States
Phone
847-773-7433
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$29.9M
Discretionary AUM
$29.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $7.3M |
| High net worth individuals | 11 | $22.6M |
All web addresses on file
Official SEC filing: View on IAPD