Aria Wealth Partners, LLC
● SEC registered since 2025CRD 334270SEC# 801-131770Charlottesville, VA
Reg. AUM
$112.3M
Employees
3
Accounts
314
Location
Charlottesville, VA
Aria Wealth Partners, LLC assets under management
Aria Wealth Partners, LLC operates as an SEC-registered investment adviser based in Charlottesville, VA. The firm has been registered since 2025. It reports $112.3 million in regulatory assets under management and employs 3 people.
Aria Wealth Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caitlin Somerset Borland Control | Principal/Cco | 50-75% | 2024 |
| Paula Christine Gunter Control | Principal | 50-75% | 2024 |
Frequently asked questions
How much does Aria Wealth Partners, LLC manage?
Aria Wealth Partners, LLC reports $112.3 million in regulatory assets under management on its Form ADV.
How many employees does Aria Wealth Partners, LLC have?
Aria Wealth Partners, LLC reports 3 employees.
Where is Aria Wealth Partners, LLC located?
Aria Wealth Partners, LLC is based in Charlottesville, VA and has been SEC-registered since 2025.
Does Aria Wealth Partners, LLC disclose fund performance?
Aria Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 505 Faulconer Drive, Suite 2a, Charlottesville, VA 22903 |
| Phone | 434-338-6840 |
| Office hours | 8-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$112.3M▲ 143%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$112.3Mregulatory AUM
Discretionary $112.3M