SAN FRANCISCO, CACRD 308290Latest ADV March 7, 2026
Amara Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 7, 2026, reports $250M in regulatory assets under management, 3 employees, 1 office, and 618 accounts.
Assets Under Management
$250M
Employees
3
Offices
1 office
Total Clients
144
Primary office
SAN FRANCISCO, CA
580 CALIFORNIA STREET, 12TH FLOOR, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.3% of total clients.
Top client categories% of clientsClients
1
Individuals
58.3%
84
2
HNWI
41.0%
59
3
Pension Plans
0.7%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$250Mas of March 7, 2026
Discretionary77.6%
$194M
78% of total RAUM77.6%
Non-discretionary22.4%
$56M
22% of total RAUM22.4%
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.
Total AUM$250M
Total Accounts618
10Y AUM Change+$250M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee48:1
10Y Employee Change+1 (+50.0%)
* 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.