$250.5M Total AUM
$194.3M Disc. AUM
21.8% 3Y CAGR
3 Employees
153 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- PathwayPrime peak
- Established Date
- 05-15-2020
- Office Locations
- 3
Office Locations
580 California Street 12th Floor SAN Francisco CA
-- -- --
-- Monument CO
About Amara Financial, LLC
Amara Financial, LLC is an independent, high-touch boutique RIA in San Francisco providing fiduciary financial planning and discretionary portfolio management built around clients’ life goals. The firm serves individuals including business owners and entrepreneurs, and constructs portfolios primarily with ETFs alongside mutual funds and fixed income. Custody includes Charles Schwab.
Team overview
46 AVG AGE
$125.2M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
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Asset Classes
Wave Capital harbor Legacy meridian Vertex
Client Personas
Prime signal Capital vertex
CRM
Atlas momentum
Custodian
Meridian Signal Catalyst
Investment Themes
Pathway peak Legacy vector Quantum Oak pathway
Investment Vehicles
Vertex vital
Platform
Timber peak
Services
Frontier Alpha Focus Matrix Timber atlas Atlas Bridge Momentum foundation Alpha focus
Technology
Prime delta Element
Owner & Executives
ABRAHAM MARTINEZ
Chief Compliance Officer, Investment Advisor
- CRD
- #5120000
- Ownership
- 75% or more
(917) 387-8332
oak.unison@vectorcapital.com
in linkedin.com/in/alpha-crest
Showing 1 of 1 owners & executives
Unlock allContacts
LAUREN MARIE FORTIER
Financial Planner
- CRD
- #6212904
(584) 810-2258
delta.harbor@pioneercapital.com
in linkedin.com/in/ridge-harbor
LISA MARIE MORGAN
--
- CRD
- #4575038
(874) 964-5673
glacier.quantum@vitalcapital.com
in linkedin.com/in/foundation-momentum
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $194,263,707 | $501,973 |
| Non-Discretionary | $56,203,230 | $243,304 |
| Total | $250,466,937 | $405,286 |
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Separately Managed Accounts
Total SMA Asset: $250,466,937
Equity - Exchange:
19.1% Public Funds:
19.0% U.S. Government/Agency:
45.5% Cash:
16.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $192,704,747 | 19.1% |
| Public Funds | $191,695,821 | 19.0% |
| U.S. Government/Agency | $459,061,046 | 45.5% |
| Cash | $165,463,762 | 16.4% |
| Total | $1,008,925,376 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST DELTA | VALUE OPTIMA | NOCDXRGJZ | BPNI | 12.15% | $84,443,427 |
| ZENITH MOMENTUM | HORIZON RIDGE | 3AV0FXW5B | YNHQ | 5.91% | $18,499,710 |
| CAPITAL EMBER SUMMIT | BRIDGE UNISON | 49VUJG7TO | NDCE | 8.17% | $69,690,223 |
| PEAK SIGNAL | PEAK BRIDGE | 73HCL86MH | FLN | 4.36% | $63,442,803 |
| EMBER PRIME | PATHWAY HORIZON | Y5XY1SEH1 | NJAB | 1.50% | $81,373,600 |
| HORIZON FUSION | RIDGE FUSION | B2G49M7HH | HCX | 3.22% | $92,924,063 |
| SUMMIT CATALYST UNISON | ALPHA LEGACY | SZW3UMTIQ | IIBGN | 8.34% | $21,941,735 |
| UNISON EAGLE UNISON | FOCUS PEAK | DHB1XSHJZ | GDX | 1.58% | $86,429,647 |