Sora Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$29,876,820
Clients
28
39% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
TypicalAverage account size
$1,067,029
About
Sora Wealth, LLC is an independent registered investment adviser that offers personalized wealth management and financial planning to individuals, trusts, estates, and other private clients. The firm provides portfolio management and financial planning services typical of independent advisers, but operates with a relatively concentrated client roster.
Sora Wealth delivers discretionary portfolio management and constructs tailored asset allocations, monitoring and rebalancing accounts on an ongoing basis. It employs both fundamental and technical analysis and implements model portfolios that are developed and traded by a sub‑adviser who performs execution and back‑office functions while the firm maintains supervisory oversight.
Noteworthy features include the firm’s small, concentrated client base combined with an operational model that outsources day‑to‑day trading and billing to a sub‑adviser while retaining advisory supervision. The brochure also discloses reliance on AI tools for analysis and a recent amendment addressing AI‑related risks, and the firm manages only discretionary accounts and does not accept proxy‑voting authority for client securities.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Fee options
Fixed fees ranging from $1,000 to $10,000 for financial planning
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.9% $1,000,001 - $3,000,000: 0.8% $3,000,001 - $5,000,000: 0.7% $5,000,001 - $10,000,000: 0.55% Over $10 million+: Negotiable
Up to $350 per hour
Account minimum: $100,000 Minimum fee: Fixed fees ranging from $1,000 to $10,000 for financial planning services Fee-only: Fixed fees $1,000-$10,000; hourly fees up to $350/hour
Main office location
Sora Wealth, LLC
7358 N Lincoln Ave, Unit 170
Lincolnwood IL 60712, United States
Number of offices
1
Most active in
Sora Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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