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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

AMARA FINANCIAL, LLC

CRD 308290

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5dea0197-df92-3306-55db-bce377949e6e

Data as of May 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Apr 14, 2020 to May 22, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $250MItem 5.F on the latest filing (2026-05-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $194M
Private client RAUM: $249MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $83.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 618
Individual clients: 84
High net worth clients: 59
Custody, client assets: $0
SEC number: 801-118722
CRD: 308290
Filings on the tape: 16
First filed: Apr 14, 2020
Latest filed: May 22, 2026
Organised: Limited Liability Company, DE
Website: amarafinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LAUREN MARIE FORTIER	Certified Financial Planner	SAN FRANCISCO, CA \| Monument, CO	6	12	3	no
ABRAHAM MARTINEZ	Certified Financial Planner	SAN FRANCISCO, CA	5	20	3	no
LISA MARIE MORGAN	Certified Financial Planner	SAN FRANCISCO, CA \| Groveland, MA	0	23	7	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MARTINEZ, ABRAHAM	MEMBER AND CCO	E	yes	05/2020	May 20, 2020	Nov 29, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 7, 2026	$250M	$194M	3	2	1	n/a	n/a
2024	Mar 21, 2025	$200M	$149M	3	2	0	n/a	n/a
2023	Mar 20, 2024	$159M	$115M	3	1	0	n/a	n/a
2022	Mar 6, 2023	$134M	$95.7M	2	1	0	n/a	n/a
2021	Mar 11, 2022	$125M	$81.6M	2	1	0	n/a	n/a
2020	Mar 30, 2021	$107M	$66.5M	2	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$250M	$200M	25.2%	$134M	23.2%	3	3	1	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BRIO FINANCIAL GROUP	2	Jun 19, 2020	Dec 21, 2020	SAN FRANCISCO, CA	Team lift out	RIA to new firm	33.3%

Relationships

Registered with (3)

← LISA MARIE MORGANAdvisorregistration: current employment
May 28, 2026 to presentfactForm ADV
← ABRAHAM MARTINEZAdvisorregistration: current employment
Dec 21, 2020 to presentfactForm ADV
← LAUREN MARIE FORTIERAdvisorregistration: current employment
Jul 1, 2020 to presentfactForm ADV

Controls (1)

← MARTINEZ, ABRAHAMOwnerMEMBER AND CCO, ownership code E, individual
May 20, 2020 to Nov 29, 2024factForm ADV

Moved with (1)

← BRIO FINANCIAL GROUPRegistered adviser2 advisors, team lift out, same day
Jun 19, 2020 to Dec 21, 2020factForm ADV

Dated events

Occurred
May 20, 2020
Control person left
Arleen Bandarrae (Member & Chief Compliance Officer) no longer on Schedule A of Amara Financial, Llc (listed 2020-04-14, absent 2020-05-20)
Form ADVobserved 6 days ago
Occurred
May 20, 2020
Control person joined
Abraham Martinez (Member And Cco) appeared on Schedule A of Amara Financial, Llc
Form ADVobserved 6 days ago
Occurred
Apr 14, 2020
First Form ADV filing
Amara Financial filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5dea0197-df92-3306-55db-bce377949e6e
First observed: Apr 14, 2020
Last observed: May 22, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AMARA FINANCIAL, LLC

CRD 308290

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5dea0197-df92-3306-55db-bce377949e6e

Data as of May 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:25 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LAUREN MARIE FORTIER

Certified Financial Planner

SAN FRANCISCO, CA | Monument, CO

ABRAHAM MARTINEZ

Certified Financial Planner

SAN FRANCISCO, CA

LISA MARIE MORGAN

Certified Financial Planner

SAN FRANCISCO, CA | Groveland, MA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MARTINEZ, ABRAHAM

MEMBER AND CCO

yes

05/2020

May 20, 2020

Nov 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 7, 2026

$250M

$194M

n/a

2024

Mar 21, 2025

$200M

$149M

n/a

2023

Mar 20, 2024

$159M

$115M

n/a

2022

Mar 6, 2023

$134M

$95.7M

n/a

2021

Mar 11, 2022

$125M

$81.6M

n/a

2020

Mar 30, 2021

$107M

$66.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$250M

$200M

25.2%

$134M

23.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BRIO FINANCIAL GROUP

Jun 19, 2020

Dec 21, 2020

SAN FRANCISCO, CA

Team lift out

RIA to new firm

33.3%