Morling Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fremont, CA. Its latest Form ADV filing, dated March 24, 2026, reports $1.0B in regulatory assets under management, 21 employee, 3 offices, and 1,413 accounts.
Assets Under Management
$1.0B
Employees
21
Offices
3 offices
Total Clients
349
Primary office
FREMONT, CA
39355 CALIFORNIA STREET, SUITE 201A, FREMONT, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 73.4% of total clients.
Top client categories% of clientsClients
1
HNWI
73.4%
256
2
Individuals
22.1%
77
3
Corporations
3.4%
12
4
Charitable
0.9%
3
5
Pension Plans
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 24, 2026
Discretionary91.7%
$961M
92% of total RAUM91.7%
Non-discretionary8.3%
$86M
8% of total RAUM8.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.0B
Total Accounts1,413
10Y AUM Change+$883M (+538.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee17:1
10Y Employee Change+14 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.