ARIA WEALTH MANAGEMENT, INC.
Doing business as ARIA WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$129,968,474
Discretionary
$121,620,617
Non-discretionary
$8,347,857
Firm details
- CRD number
- 288450
- SEC file number
- 801-110703
- Main office
- SARATOGA, CA, United States
- Employees
- 9
- SEC status
- Approved
- Website
- HTTPS://www.ariawm.com
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.