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Allora Wealth, LLC CRD 336562
$11.7M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Chula Vista, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-01 |
| CA | RA | APPROVED | 2025-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Workable Wealth, Llc | San Diego | CA | 08/2013 | 02/2019 |
| Abacus Wealth Partners | Santa Monica | CA | 03/2019 | 01/2022 |
| Abacus Wealth Partners | Santa Monica | CA | 02/2022 | 05/2025 |
| Allora Wealth, Llc | Chula Vista | CA | 04/2025 | Present |
Mary Beth Storjohann volunteers on the San Diego Youth Services Board of Directors. This occurs outside of business hours and takes less than 10% of her time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-09 |
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