SEC Form ADV

MORLING FINANCIAL ADVISORS, LLC

Firm profile: Morling Financial Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA
$1.0B
Assets Under Management
1,413
Total Clients
21
Employees
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Registration Details

Accession
CRD-111819
Location
FREMONT, CA
Filing Date
March 24, 2026
AUM
$1.0B
Total Clients
1,413
Institutional Clients
4
Employees
21
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

MORLING FINANCIAL ADVISORS, LLC is a registered investment adviser headquartered in FREMONT, CA, managing approximately $1.0B in assets across 1,413 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.