Best Investors Account Sign in
Inactive

Thao Thien Truong

Anora Wealth

San Marcos, CA

CRD 7247090

Claim This Profile
Employer firm

Anora Wealth CRD 337437

$1.93M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • DIVORCE ANALYSIS

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

Current Employers
Anora Wealth

979 Woodland Pkwy Ste 101155, San Marcos, CA 92069 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-11
  • CA RA
    APPROVED
    Since 2025-08-11

Branch Locations

979 Woodland Pkwy Ste 101155, San Marcos, CA 92069 • 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
Financial Alternatives, Inc. La Jolla CA 05/2015 11/2020
Morton Capital Management Llc Calabasas CA 12/2020 05/2025
Anora Wealth, Llc San Marcos CA 05/2025 Present
  • 05/2015 → 11/2020
    Financial Alternatives, Inc.
    La Jolla, CA
  • 12/2020 → 05/2025
    Morton Capital Management Llc
    Calabasas, CA
  • 05/2025 → Present
    Anora Wealth, Llc
    San Marcos, CA
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

More in San Marcos, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor