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Mary Elizabeth Storjohann

Allora Wealth, LLC

Chula Vista, CA

CRD 4798603

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Employer firm

Allora Wealth, LLC CRD 336562

$11.7M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Allora Wealth, Llc

Chula Vista, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-07-01
CA RA APPROVED 2025-06-18
  • TX RA
    APPROVED_RES
    Since 2025-07-01
  • CA RA
    APPROVED
    Since 2025-06-18

Branch Locations

Chula Vista, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2019-08-03 → 2025-05-19
    Santa Monica, CA
    Chula Vista, CA
  • 2013-08-13 → 2019-05-31
    Workable Wealth
    Chula Vista, CA
  • 2007-11-19 → 2013-08-09
    Pasadena, CA
  • 2010-10-27 → 2011-01-10
    Carlsbad, CA
  • 2007-04-02 → 2007-10-02
    Morgan Stanley & Co. Llc
    Carlsbad, CA
  • 2007-03-16 → 2007-04-02
    Morgan Stanley Dw Inc.
    Carlsbad, CA
  • 2007-01-29 → 2007-03-26
    San Diego, CA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-11-09
  • S66 Uniform Combined State Law Examination
    2010-11-09
Designations
  • Certified Financial Planner
Other Names
  • Mary Elizabeth Pavia
  • Mary Beth Pavia
  • Mary Elizabeth Pavia
  • Mary Beth Storjohann

View on SEC IAPD

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