The MORA WEALTH MANAGEMENT LLC is a privately held investment adviser that advises $1.9Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. MORA WEALTH MANAGEMENT LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 16.46% over the last 5-years.
The Group has been registered with the SEC for 26.16 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1450 BRICKELL AVENUE SUITE 2900, MIAMI, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 6 US and Non-US bodies.
They have 49 employees comprised of 29 investment and 20 non-investment staff. The total number of Employees increased by 16.67% over the last 5-years.
Their $1.9Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 255 other accounts. Assets of High Net Worth Individuals clients own $1.18Bn or 61.73% of Total Assets and Corporations or Other Businesses own $603.95mn or 31.71% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
MORA WEALTH MANAGEMENT LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.