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AMARA FINANCIAL, LLC

SAN FRANCISCO, CA · CRD 308290 · IAPD ↗ · amarafinancial.com · 415-319-1071

$250.5MRegulatory AUM
2Advisory reps
3Employees
9Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — AMARA FINANCIAL, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — AMARA FINANCIAL, LLC reported RAUM up 25% ($200.1M -> $250.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2025 — AMARA FINANCIAL, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — AMARA FINANCIAL, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2025 — AMARA FINANCIAL, LLC reported RAUM up 26% ($159.0M -> $200.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
December 2024 — AMARA FINANCIAL, LLC notice-filed in OR, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — AMARA FINANCIAL, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.