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Partner · Morling Financial Advisors, LLC

Victor J. Huang

CRD 5226210 · Named on Form ADV at one SEC-registered adviser

At a glance

Morling Financial Advisors, LLC, an SEC-registered wealth manager based in Fremont, CA with $1.0 billion in regulatory assets, lists Victor J. Huang on its Form ADV as Partner.

Firms and roles

AtlasMembers

Victor’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
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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.

Colleagues named on the same filings

  • Peter W. LingManaging Member, Morling Financial Advisors, LLC
  • Wa N. HuongManaging Member, Morling Financial Advisors, LLC
  • Matthew J. ShibataManaging Member, Chief Compliance Officer, Morling Financial Advisors, LLC

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