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Member and CCO · Amara Financial, LLC

Abraham Martinez

CRD 5120000 · Named on Form ADV at one SEC-registered adviser

At a glance

Amara Financial, LLC, an SEC-registered wealth manager based in SAN Francisco, CA with $250 million in regulatory assets, lists Abraham Martinez on its Form ADV as Member and CCO, a control person.

Firms and roles

AtlasMembers

Abraham’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Abraham’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.