MORLING FINANCIAL ADVISORS, LLC
CRD #111819 SEC #801-100390 FREMONT, CA 844-667-5464
SEC Registered
Total AUM
$755.7M
Discretionary
$755.7M
Employees
19
Clients
101
Accounts
1,331
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHIN, SYLVIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHIN, SYLVIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUONG, WA, NHUT | I | MANAGING MEMBER | C | Control |
| HUONG, WA, NHUT | I | MANAGING MEMBER | C | Control |
| HUONG, WA, NHUT | I | MANAGING MEMBER | C | Control |
| HUONG, WA, NHUT | I | MANAGING MEMBER | C | Control |
| HUONG, WA, NHUT | I | MANAGING MEMBER | C | Control |
| HUONG, WA, NHUT | I | MANAGING MEMBER | C | Control |
| HUONG, WA, NHUT | I | MANAGING MEMBER | C | Control |
| HUONG, WA, NHUT | I | MANAGING MEMBER | C | Control |
| HUONG, WA, NHUT | I | MANAGING MEMBER | C | Control |
| HUONG, WA, NHUT | I | MANAGING MEMBER | C | Control |
| HUONG, WA, NHUT | I | MANAGING MEMBER | C | Control |
| HUONG, WA, NHUT | I | MANAGING MEMBER | C | Control |
| HUONG, WA, NHUT | I | MANAGING MEMBER | C | Control |
| HUONG, WA, NHUT | I | MANAGING MEMBER | C | Control |
| HUONG, WA, NHUT | I | MANAGING MEMBER | C | Control |
| HUONG, WA, NHUT | I | MANAGING MEMBER | C | Control |
| HUONG, WA, NHUT | I | MANAGING MEMBER | C | Control |
| HUONG, WA, NHUT | I | MANAGING MEMBER | C | Control |
| HUONG, WA, NHUT | I | MANAGING MEMBER | C | Control |
| HUONG, WA, NHUT | I | MANAGING MEMBER | C | Control |
| HUONG, WA, NHUT | I | MANAGING MEMBER | C | Control |
| HUONG, WA, NHUT | I | MANAGING MEMBER | C | Control |
| LING, PETER | I | MANAGING MEMBER | C | Control |
| LING, PETER | I | MANAGING MEMBER | C | Control |
| LING, PETER | I | MANAGING MEMBER | C | Control |
| LING, PETER, WING CHING | I | MANAGING MEMBER | C | Control |
| LING, PETER, WING CHING | I | MANAGING MEMBER | C | Control |
| LING, PETER, WING CHING | I | MANAGING MEMBER | C | Control |
| LING, PETER, WING CHING | I | MANAGING MEMBER | C | Control |
| LING, PETER, WING CHING | I | MANAGING MEMBER | C | Control |
| LING, PETER, WING CHING | I | MANAGING MEMBER | C | Control |
| LING, PETER, WING CHING | I | MANAGING MEMBER | C | Control |
| LING, PETER, WING CHING | I | MANAGING MEMBER | C | Control |
| LING, PETER, WING CHING | I | MANAGING MEMBER | C | Control |
| LING, PETER, WING CHING | I | MANAGING MEMBER | C | Control |
| LING, PETER, WING CHING | I | MANAGING MEMBER | C | Control |
| LING, PETER, WING CHING | I | MANAGING MEMBER | C | Control |
| LING, PETER, WING CHING | I | MANAGING MEMBER | C | Control |
| LING, PETER, WING CHING | I | MANAGING MEMBER | C | Control |
| LING, PETER, WING CHING | I | MANAGING MEMBER | C | Control |
| LING, PETER, WING CHING | I | MANAGING MEMBER | C | Control |
| LING, PETER, WING CHING | I | MANAGING MEMBER | C | Control |
| LING, PETER, WING CHING | I | MANAGING MEMBER | C | Control |
| LING, PETER, WING CHING | I | MANAGING MEMBER | C | Control |
| SHIBATA, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| SHIBATA, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| SHIBATA, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| SHIBATA, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| SHIBATA, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| SHIBATA, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| SHIBATA, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| SHIBATA, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| SHIBATA, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| SHIBATA, MATTHEW, JAMES | I | MANAGING MEMBER | B | Control |
| SHIBATA, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SHIBATA, MATTHEW, JAMES | I | MANAGING MEMBER | B | Control |
| SHIBATA, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SHIBATA, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SHIBATA, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SHIBATA, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SHIBATA, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SHIBATA, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SHIBATA, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SHIBATA, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SHIBATA, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| SHIBATA, MATTHEW, JAMES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| HUANG, VICTOR, JAY | I | PARTNER | A |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (8)
CA FL GA NV TN TX WA WI
Address
39355 CALIFORNIA STREETSUITE 201A
FREMONT, CA 94538-1447
United States
Phone: 844-667-5464