Aria Wealth Management, Inc.
● SEC registered since 2017CRD 288450SEC# 801-110703Saratoga, CA
Reg. AUM
$130M
Employees
9
Accounts
570
Location
Saratoga, CA
Aria Wealth Management, Inc. assets under management
Aria Wealth Management, Inc. operates as an SEC-registered investment adviser based in Saratoga, CA. The firm has been registered since 2017. It reports $130 million in regulatory assets under management and employs 9 people.
Aria Wealth Management, Inc. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aria Wealth LLC Control | Owner | Over 75% | 2019 |
| Elizabeth Nmn Luna Control | Vice President & Managing Director | Under 5% | 2019 |
| Joseph Scott Lawrence Control | Vice President & Managing Director | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Aria Wealth Management, Inc. manage?
Aria Wealth Management, Inc. reports $130 million in regulatory assets under management on its Form ADV.
How many employees does Aria Wealth Management, Inc. have?
Aria Wealth Management, Inc. reports 9 employees.
Where is Aria Wealth Management, Inc. located?
Aria Wealth Management, Inc. is based in Saratoga, CA and has been SEC-registered since 2017.
Does Aria Wealth Management, Inc. disclose fund performance?
Aria Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20640 3rd Steet, Suite 300, Saratoga, CA 95070 |
| Phone | 669-222-1155 |
| Fax | 408-200-0370 |
| Office hours | 8:00a.m. - 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$130M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$130Mregulatory AUM
Discretionary $121.6MNon-discretionary $8.3M