Thao T. Truong

ANORA WEALTH

SAN MARCOS, CA

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CRD#: 7247090

Professional summary

Thao Thien Truong, CFP® is a registered financial advisor currently at ANORA WEALTH located in San Marcos, California.

Thao is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Thao has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Avenue Advisors, Administration, hourly (4-6hrs/month). Started 12/1/2020.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thao Thien Truong's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

August 11, 2025 - Present

ANORA WEALTH

RIA

CRD#: 337437

SAN MARCOS, CA

Past

December 23, 2020 - May 8, 2025

MORTON WEALTH

RIA

CRD#: 141250

Calabasas, CA

Past

April 7, 2020 - March 1, 2021

FINANCIAL ALTERNATIVES, INC.

RIA

CRD#: 108245

LA JOLLA, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/11/2025)

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Exams

Current Firm

ANORA WEALTH

ANORA WEALTH | ANORA WEALTH, LLC

CRD#: 337437 / SEC#:

California

Registered Investment Advisory firm - (8/11/2025 Approved)

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Contact information

Main Address

San Marcos, CA

Mailing Address

Phone number

(858) 215-2183

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Thao T. Truong

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thao Thien Truong's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANORA WEALTH

MORTON WEALTH

FINANCIAL ALTERNATIVES, INC.

State Registrations and Notice Filings

Exams

Current Firm

ANORA WEALTH

Contact information

Documents

Red Flags

Company Information

ANORA WEALTH

TRUST BUT VERIFY

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