ARIA WEALTH MANAGEMENT
SEC RegisteredCreating Harmony in Your Financial Life
About the firm
ARIA Wealth Management is dedicated to empowering individuals and families to achieve financial clarity, confidence, and long-term success. Guided by a commitment to personalized service and strategic innovation, the firm strives to make every facet of clients' financial lives work in harmony. They serve as fiduciary advisors with deep knowledge built around serving clients' unique needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Integrated financial and wealth management, business solutions including workplace plans such as 401(k) and Cash Balance plans, and investment strategies for foundations and nonprofits.
Who they serve
Retirees and pre-retirees, business owners, foundations and nonprofits, independent women navigating life transitions, high-tech professionals, and next generation investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 190 | $40M |
| High Net Worth Individuals | 28 | $59M |
| Charitable Organizations | 12 | $7.5M |
| State/Municipal Entities | 2 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ARIA WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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