Morling Financial Advisors, LLC
● SEC registered since 2015CRD 111819SEC# 801-100390Fremont, CA
Reg. AUM
$1.05B
Employees
21
Accounts
1,413
Location
Fremont, CA
Morling Financial Advisors, LLC assets under management
Morling Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Fremont, CA. The firm has been registered since 2015. It reports $1 billion in regulatory assets under management and employs 21 people.
Morling Financial Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew James Shibata Control | Managing Member, Chief Compliance Officer | 25-50% | 2016 |
| Peter Wing Ching Ling Control | Managing Member | 25-50% | 1999 |
| Victor Jay Huang | Partner | 5-10% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Morling Financial Advisors, LLC manage?
Morling Financial Advisors, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Morling Financial Advisors, LLC have?
Morling Financial Advisors, LLC reports 21 employees.
Where is Morling Financial Advisors, LLC located?
Morling Financial Advisors, LLC is based in Fremont, CA and has been SEC-registered since 2015.
Does Morling Financial Advisors, LLC disclose fund performance?
Morling Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 39355 California Street, Suite 201a, Fremont, CA 94538-1447 |
| Phone | 844-667-5464 |
| Fax | 844-667-5464 |
| Office hours | 9a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.05B▲ 39%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$1.05Bregulatory AUM
Discretionary $960.6MNon-discretionary $86.5M