Aurora Wealth Advisors

Aurora Wealth Advisors, operating as Sandena, Inc., is a financial advisory firm based in San Diego, CA, established in 2023. The firm specializes in providing a wide array of investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, corporations, and other business entities. As a fiduciary, the firm is committed to acting in the best interest of its clients. Services offered include asset management, comprehensive portfolio management, and financial planning and consulting. For asset management, portfolios are tailored to meet specific client needs and continuously monitored and rebalanced. The firm may utilize third-party investment advisors for portfolio implementation. Comprehensive portfolio management includes asset management and financial planning services. Financial planning services cover various aspects such as investment planning, retirement planning, estate planning, tax planning, and more. The firm's fee structure includes maximum annual fees of 1.75% for asset management and 2.25% for comprehensive portfolio management. Fees are billed on a pro-rata basis monthly in advance. Clients may incur transaction fees, and certain illiquid alternative positions are billed based on their valuation. The firm does not offer or sponsor a wrap fee program. Aurora Wealth Advisors manages $133,902,811 on a discretionary basis as of December 31, 2024. The firm does not charge performance-based fees and provides investment discretion based on client preferences. Clients have the option to direct the firm to execute trades through a specified broker-dealer, with Schwab being recommended as the custodian/broker. The firm does not accept proxy authority to vote client securities.