Mark Wander
Financial advisor at Cora Capital Advisors · Marlton, NJ
Last updated 2026-10-10
Claim your profileMark Wander is a financial advisor at Cora Capital Advisors in Marlton, NJ, CRD 2622896. Licenses and exams on the registration: Series 63. IAPD registration began 2007-07-02.
Registration
- CRD number
- 2622896
- Registration status
- Active
- IAPD registration
- 2007-07-02
- Industry Experience
- 19 years
- Work Experience
- 51 years
- States registered
- NJ
Licenses and exams
- Series 63
Designations
- Personal Financial Specialist
Work history
- 1975-08 to Present · Baratz & Associates Cpa · Marlton, NJ
- 2011-11 to 2024-10 · American Portfolios Financial Services, Inc. · Holbrook, NY
- 2022-02 to Present · Cora Capital Advisors LLC · Marlton, NJ
- 2011-11 to 2022-12 · American Portfolios Advisors, Inc. · Holbrook, NY
- 2024-10 to Present · Osaic Wealth, Inc. · Marlton, NJ
Current employment
- Cora Capital Advisors · Marlton, NJ
Cora Capital Advisors
- Regulatory AUM
- $722,898,670
- Registered advisors
- 8
- Offices
- 2
- Clients per advisor
- 98.3 (Moderate)
- Average AUM per client
- $919.7K (Low)
- High-net-worth client ratio
- 31.6% (Moderate)
Cora Capital Advisors: advisors, services and reported ETF investments
About
Mark Wander is a Personal Financial Specialist financial advisor at Cora Capital Advisors in Marlton, NJ. Reported securities licenses include Series 63. The latest record indicates 19 years of industry experience and 51 years of reported work history.
Cora Capital Advisors' firm-level Form ADV reports 8 advisors across 2 offices; approximately 98.3 clients per advisor, average assets per client of $919,718, and regulatory AUM of $722.9M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $295.3M across 80 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Mark Wander personally.
Reported ETF positions
Cora Capital Advisors reports 80 ETF positions worth $295.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $43.5M |
| LRGF — iShares U.S. Equity Factor ETF | $36.6M |
| TCAF — T. Rowe Price Capital Appreciation Equity ETF | $33M |
| VUG — Vanguard Morningstar Growth ETF | $29.9M |
| EMXC — iShares MSCI Emerging Markets ex China ETF | $22.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Cora Capital Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | LRGF — iShares U.S. Equity Factor ETF | $36.6M | Top 99.9% | Peer conviction 80.3% · Active return +3.84% |
| Addressable Market | LRGF — iShares U.S. Equity Factor ETF | $36.6M | Top 99.7% | Addressable AUM $10.7T · Peer conviction 80.3% |
| Residual Alpha | LRGF — iShares U.S. Equity Factor ETF | $36.6M | Top 98.6% | Residual alpha +2.14% · Residual Sharpe 0.12 |
| Diversification Benefits | SEEM — SEI Select Emerging Markets Equity ETF | $422.5K | Top 94.6% | Replicability (R²) 81.1% · Residual Sharpe 0.47 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Cora Capital Advisors on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sells Non-Advisory Products or Services
- Accountant or Accounting Firm
- Insurance Company or Agency
Location
4 Eves Drive, Marlton, NJ 08053
8 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 856-513-8600
- Website: coracap.com
- Youtube
Official record
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