Akram M. Omari, CPA

Public-record details

Address

870 Market St, Suite 1174, San Francisco, CA 94102

Phone

(415) 433-9191

Listed under

Hourly fees, % of assets managed

Legal name

Omari, Akram Motie

CRD number

135499

Registration

State registered: CA

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses

Regulatory assets under management

$87.0 million

Accounts managed

160

Clients reported (Form ADV 5.D)

112

Individual / high-net-worth clients

112 / 0

Employees

1

Other business activities (Form ADV 6.A)

Also active as: accountant or accounting firm

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-06-03

State registered (CA) investment adviser, CRD 135499, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 135499 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.