Bank / Wealth / TrustRIA · CRD 308290SEC-Registered

Updated:

Amara Financial

Amara Financial was established in 2020 as a wealth manager and registered investment adviser. It is based in San Francisco, California. The firm delivers...

Amara Financial logo

Amara Financial

Amara Financial was established in 2020 as a wealth manager and registered investment adviser. It is based in San Francisco, California. The firm delivers investment advisory services that include financial planning and investment management. Its clients encompass individuals, high-net-worth individuals, corporations, and pension plans. No specific asset classes, portfolio holdings, or geographic deployment details appear in available records. No team size, additional offices, or adjacent vehicles are disclosed. No operational events from the last 24 months are recorded. The firm maintains a standard RIA structure with no identified co-investor clubs, succession details, or hybrid vehicles.

General information

Firm type

Bank / Wealth / Trust

Year founded

2020

AUM

Undisclosed

Location

Region

North America

Country

United States

City

San Francisco

Corporate office

San Francisco, United States

Frequently asked questions

Who runs investment decisions at Amara Financial?

No named principals or CIO appear in available records.

Does Amara Financial participate in fund commitments or only direct deals?

Available records do not specify fund commitments or direct deal activity.

What investment stages does Amara Financial typically target?

No stage focus is disclosed in public sources.

Where does the underlying wealth come from?

Wealth origin is not disclosed.

Is Amara Financial structured as a single family office or does it operate more like a venture firm?

It operates as a registered investment adviser serving multiple client types.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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