AMARA FINANCIAL, LLC
CRD #308290 SEC #801-118722 SAN FRANCISCO, CA 415-319-1071
SEC Registered
Total AUM
$200.1M
Discretionary
$148.7M
Employees
3
Clients
101
Accounts
572
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $200.1M | $148.7M | $51.3M | 3 | 15 |
| Mar 2025 | $200.1M | $148.7M | $51.3M | 3 | 15 |
| Nov 2024 | $159M | $114.6M | $44.4M | 3 | 0 |
| Mar 2024 | $159M | $114.6M | $44.4M | 3 | 0 |
| Mar 2023 | $134M | $95.7M | $38.4M | 2 | 5 |
| Mar 2022 | $125.5M | $81.6M | $43.8M | 2 | 13 |
| May 2021 | $106.9M | $66.5M | $40.4M | 2 | 6 |
| Apr 2021 | $106.9M | $66.5M | $40.4M | 2 | 6 |
| Mar 2021 | $106.9M | $66.5M | $40.4M | 2 | 6 |
| Dec 2020 | $103.1M | $64.6M | $38.6M | 2 | 3 |
| Oct 2020 | $0 | $0 | $0 | 2 | 0 |
| Jun 2020 | $0 | $0 | $0 | 2 | 0 |
| May 2020 | $0 | $0 | $0 | 2 | 0 |
| Apr 2020 | $0 | $0 | $0 | 2 | 0 |
DateNov 2025
Total AUM$200.1M
Discretionary$148.7M
Non-Disc.$51.3M
Employees3
Clients15
DateMar 2025
Total AUM$200.1M
Discretionary$148.7M
Non-Disc.$51.3M
Employees3
Clients15
DateNov 2024
Total AUM$159M
Discretionary$114.6M
Non-Disc.$44.4M
Employees3
Clients0
DateMar 2024
Total AUM$159M
Discretionary$114.6M
Non-Disc.$44.4M
Employees3
Clients0
DateMar 2023
Total AUM$134M
Discretionary$95.7M
Non-Disc.$38.4M
Employees2
Clients5
DateMar 2022
Total AUM$125.5M
Discretionary$81.6M
Non-Disc.$43.8M
Employees2
Clients13
DateMay 2021
Total AUM$106.9M
Discretionary$66.5M
Non-Disc.$40.4M
Employees2
Clients6
DateApr 2021
Total AUM$106.9M
Discretionary$66.5M
Non-Disc.$40.4M
Employees2
Clients6
DateMar 2021
Total AUM$106.9M
Discretionary$66.5M
Non-Disc.$40.4M
Employees2
Clients6
DateDec 2020
Total AUM$103.1M
Discretionary$64.6M
Non-Disc.$38.6M
Employees2
Clients3
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0