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Sora Wealth, LLC

Headquartered in LINCOLNWOOD, IL

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Firm Information

Sora Wealth, LLC is a registered investment advisor with $26,753,131 in regulatory assets under management. They primarily serve individuals, with 8 high-net-worth clients and 20 individuals other than high-net-worth. The firm offers financial planning and portfolio management for individuals.

Sora Wealth, LLC

$26.75M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SORA WEALTH, LLC has a total of 1 branch locations across the country.
location

LINCOLNWOOD, IL

Advisors at Sora Wealth, LLC

View All 1 Advisors
Unclaimed
Sam Bakou

CFP®, RA

LINCOLNWOOD, IL

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Disclosures

There are no public disclosures for Sora Wealth, LLC.

Frequently Asked Questions (8)

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