Aura Wealth Management
Finance · Canada · 11-50 Employees
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Overview
Headquarters
448 West Ave, Kelowna, British Columbia,...Phone Number
(833) 949-8549Website
www.aurawealthmanagement.caRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Aura Wealth Management
Aura Wealth Management specializes in creating customized wealth management strategies for business owners, professionals, and their families. They offer a range of services including discretionary wealth management, portfolio management, and cross-border financial planning for clients in Canada and the USA. The firm is dedicated to providing a concierge-level client experience, ensuring meticulous attention to detail and tailored guidance. Their target clients include business owners, corporate executives, families, retirees, women investors, and members of the LGBT2Q+ community.Explore more
Aura Wealth Management Org Chart
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Aura Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Aura Wealth Management specializes in creating customized wealth management strategies for business owners, professionals, and their families. They offer a range of services including discretionary wealth management, portfolio management, and cross-border financial planning for clients in Canada and the USA. The firm is dedicated to providing a con... Read More
