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ARIA WEALTH MANAGEMENT
ARIA WEALTH MANAGEMENT, INC.
CRD 288450 · SEC 801-110703
20640 3RD STEET, SUITE 300, SARATOGA, CA, 95070, United States
Phone
669-222-1155
Fax
408-200-0370
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$130.0M
Discretionary AUM
$121.6M
Team
9 total employees; 6 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 190 | $40.2M |
| High net worth individuals | 28 | $59.3M |
| Pension/profit sharing plans | 12 | $7.5M |
| Charitable organizations | 2 | $3.8M |
| State/municipal entities | 15 | $18.3M |
States served
AL, AR, CA, GA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD