ARIA WEALTH MANAGEMENT

20640 3rd Steet
Suite 300
Saratoga, California 95070
Tel: 669-222-1155

About ARIA WEALTH MANAGEMENT

ARIA WEALTH MANAGEMENT, formally registered with the SEC as ARIA WEALTH MANAGEMENT. The firm was established in 07/05/2017. They have over 6 offices throughout the country.

ARIA WEALTH MANAGEMENT is a Saratoga, California based Financial Planning firm with nearly $194,326,307 assets under management, offering retirement planning & investment advisory services to 649 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288450
SEC#	801-110703
Assets Managed by Firm	$194,326,307
No. of Clients	649
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	649	$194,326,307
Individuals (other than high net worth individuals)	220	$18,384,645
High net worth individuals	29	$61,926,149
Pension and profit sharing plans	11	$94,860,096
Charitable organizations	Fewer than 5 clients	$1,321,371

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