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1450 Brickell Avenue Suite 2900, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-05-25 |
Branch Locations
1450 Brickell Avenue Suite 2900, Miami, FL 33131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Andbanc Advisory Llc | Miami | FL | 04/2014 | 05/2018 |
| Mora Wealth Management Llc | Miami | FL | 05/2018 | Present |
Dually Registered with out affiliate BOREAL CAPITAL MANAGEMENT, LLC. in advisory services seeking clients and building AUMs, approx. 10hrs./monthly since registration date. Gazul S.L. - Member of the Board. Compensation between 30k-50k annually. providing guidance and support to client Alejandro Sanz (www.alejandrosanz.com). Hours will depend upon scheduled board meeting per quarter with meeting either in Madrid or Miami. Gazul SL is owned 100% by the Spanish singer Alejandro Sanz (Current Mora Wealth client). Gazul SL holds all of Alejandro's net worth, from bank accounts to investments, real estate, editorial contracts, discography contracts, tour contracts, etc. Role will be to oversee as part of the Board. FIOFIO & KOLEKAME Corp. - Sole owner 100%. Corporation created to manage his income and expenses and to receive his pay from Boreal. Corp was created as a wealth planning vehicle to improve his tax efficiency. No compensation. Seeded with $20,000 from his savings and will receive in income from other disclosed OBAs listed on U4 CMPS and Gazul SL). 20hrs monthly dedicated to this corp. January 2026 was invited to join the board of directors of the Florida Grand Opera. Non-investment related, no compensation, less then 5 hours per month outside of normal business hours. February 2026 - investor/minority/non-controlling shareholder in a private venture capital fund, Protein Multistrategy Fund. It is a small fund that invests in technology startups at pre-seed and seed stages. Invested $75,000 USD. It is purely a passive investment, no compensation or remuneration, and no position as a director or officer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-17 |
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