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- Custodian
- Charles Schwab & Company · T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-15-2020
- Office Locations
- 3
Office Locations
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.
Reported data analysis
What the numbers show
Between November 19, 2025 and May 22, 2026, reported AUM increased 25.2%, from $200.1M to $250.5M.
Across 5 reported observations, AUM increased 99.7% between March 11, 2022 and May 22, 2026, from $125.5M to $250.5M.
Of the latest reported AUM, 77.6% is discretionary and 22.4% is non-discretionary.
The firm reports 2 advisory representatives and 153 clients, or 76.5 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 3 reported office locations and 6 years in operation. The source data was last updated on May 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ABRAHAM MARTINEZ
Chief Compliance Officer, Investment Advisor
- CRD
- #5120000
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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LAUREN MARIE FORTIER
Financial Planner
- CRD
- #6212904
LISA MARIE MORGAN
--
- CRD
- #4575038
Showing 2 of 3 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Amara Financial, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Amara Financial, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.