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Building 2ARIA WEALTH PARTNERS

Map pinCHARLOTTESVILLE, VA
Phone434-338-6840
NotebookSEC #801-131770
Total AUM
$112.3M
Employees
3
Clients
89

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
505 FAULCONER DRIVE
SUITE 2A
CHARLOTTESVILLE
VA 22903
United States
Operating Hours
8-5
Monday - Friday
Phone
434-338-6840

ReceiptFinancials

Total AUM
$112.3M
Accounts
314
Discretionary
$112.3M
Accounts
314
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
50
AUM
$20M
HNW Individual Clients
36
AUM
$90.2M
Corporation or Business Clients
3
AUM
$2.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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