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ARIA WEALTH MANAGEMENT
SARATOGA, CA
669-222-1155
SEC #801-110703Total AUM
$130M
Employees
9Clients
249Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
20640 3RD STEET
SUITE 300
SARATOGA
CA 95070
United States
SUITE 300
SARATOGA
CA 95070
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Monday - Friday
Phone
669-222-1155
Other Offices
4
Financials
Total AUM
$130M
Accounts
570Discretionary
$121.6M
Accounts
556Non-Discretionary
$8.3M
Accounts
14
Clients
Individual Clients
190AUM
$40.2M
HNW Individual Clients
28AUM
$59.3M
Pension/Profit Sharing Plan Clients
12AUM
$7.5M
Charitable Organization Clients
2AUM
$3.8M
Government Entity Clients
15AUM
$18.3M
Other Clients
2AUM
$881.4K
Description of Other Clients
EQUITY INSTITUTION
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALARCAFLGATX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.