RIA Intel›Advisers›California›ALLORA WEALTH, LLC

ALLORA WEALTH, LLC

Advisory

CA

Data as of May 13, 2026 · Source: SEC Form ADV

Rank in CA
#4,583
of 5,480 advisers by AUM
Average account
$132K
across 89 accounts
AUM per adviser
$12M
1 adviser

Source: SEC Form ADV. Figures as filed May 13, 2026.

Total AUM
$12M
Discretionary %
100%
Clients
16
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients16
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

SONOMA MOUNTAIN FINANCIAL LLC
$12M
SHANLEY & ASSOCIATES, INC.
SAN LUIS OBISPO, CA
$12M
ESCALANTE TROESH, JOSHUA, DANIEL
$12M
PORTFOLIO ADVISORY SERVICES LLC
LOS ANGELES, CA
$12M
-93.6% 1Y
MARATHON RESOURCE INVESTMENTS, LLC
SAN FRANCISCO, CA
$12M
-79.5% 1Y
STRANDBERG, DAVE WILLIAM
$12M

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