CRD: 111819
Morling Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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