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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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