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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Morling Financial Advisors LLC
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|---|---|
| CRD # | 111819 |
| SEC # | 801-100390 |
| CIK # | 0001905198 |
| AUM | $755.7 M (2025-03-19) |
| Employees | 19 (79% Investors, 0% Brokers) |
| Phone | 844-667-5464 |
| Address | 39355 California Street Fremont, CA 94538-1447 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Coinbase Global Inc | 24.7 | ||
| Apple Inc | 8.6 | ||
| Tesla Motors Inc | 5.0 | ||
| Nvidia Corp | 2.0 | ||
| Amazon Com Inc | 1.9 | ||
| Microsoft Corp | 1.4 | ||
| Alphabet Inc | 1.4 | ||
| Facebook Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 35.2 |
| (b) Individuals (high net worth individuals) | 247 | 697.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 21.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,331 | 755.7 |
| By Discretionary | ||
| Discretionary | 1,331 | 755.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,331 | 755.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 23.4 | |
| United States Persons | 732.3 | |
| Total | 1,331 | 755.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001905198] |
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|---|---|---|
|
Pennsylvania Capital Management Inc
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PA | 0.8 |
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Strategic Advisors LLC
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NY | 0.8 |
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MN | 0.8 |
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Whalerock Point Partners LLC
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BHK Investment Advisors LLC
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AL | 0.8 |
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Bruton Chisnell Advisors LLC
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Mirador Capital Partners LP
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CA | 0.8 |
|
Torreyana Capital LLC
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CA | 0.8 |
|
Liberty Capital Management Inc
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|
MI | 0.8 |
|
Mps-Loria Financial Planners LLC
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|
IL | 0.8 |