Amara Financial, LLC

CRD 308290 · San Francisco, CA · $250.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 308290
SEC number: 801-118722
Firm type: RIA
Assets under management: $250.5M as of May 22, 2026
Website: www.amarafinancial.com ↗
Phone: 415-319-1071
Address: 580 California Street, San Francisco, CA, 94104

Advisors at this firm

3 in our index · page 1 of 1

Lauren Marie FortierCRD 6212904 · Monument, CO

IA RegisteredRegistration inactive
Abraham MartinezCRD 5120000 · San Francisco, CA

IA RegisteredRegistration inactive
Lisa Marie MorganCRD 4575038 · Groveland, MA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 308290 ↗ FINRA BrokerCheck record for firm CRD 308290 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.