CRD: 111819
Morling Financial Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-19-1999
- Office Locations
- 5
Office Locations
About Morling Financial Advisors, LLC
Morling Financial Advisors is an independent RIA providing personalized wealth management, financial and tax planning, and investment strategy for individuals, retirees, and business owners. The team sources, researches, and advises on institutional-quality alternative investments for accredited investors (real estate, private equity/credit, hedge funds) alongside diversified portfolios, with experience navigating cross-border tax and investment planning. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between March 19, 2025 and March 24, 2026, reported AUM increased 38.6%, from $755.7M to $1.0B.
Across 5 reported observations, AUM increased 108.8% between November 9, 2022 and March 24, 2026, from $501.4M to $1.0B.
Of the latest reported AUM, 91.7% is discretionary and 8.3% is non-discretionary.
The firm reports 17 advisory representatives and 364 clients, or 21.4 clients per representative. That equates to $2.9M in reported AUM per client.
The profile lists 5 reported office locations and 27 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Morling Financial Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WA NHUT HUONG
Managing Member, Partner
- CRD
- #3236971
- Ownership
- 25% but less than 50%
PETER WING CHING LING
Managing Member, Partner
- CRD
- #1797371
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Veniamin Barinov
Associate Advisor
- CRD
- #8214319
GARY LAWRENCE CHENG
Associate
- CRD
- #6249327
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $960,566,999 | $680,288 |
| Non-Discretionary | $86,490,508 | $86,490,508 |
| Total | $1,047,057,507 | $741,017 |
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Separately Managed Accounts
SMA allocation detail is available
Morling Financial Advisors, 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
Morling Financial Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.