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| Keyboard |
| Aria Wealth Management Inc
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|---|---|
| CRD # | 288450 |
| SEC # | 801-110703 |
| CIK # | |
| AUM | 130.0 M (2026-04-01) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 669-222-1155 |
| Address | 20640 3rd Steet Saratoga, CA 95070 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 40.2 |
| (b) Individuals (high net worth individuals) | 28 | 59.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 7.5 |
| (h) Charitable organizations | 2 | 3.8 |
| (i) State or municipal government entities | 15 | 18.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 2 | 0.9 |
| Total | 570 | 130.0 |
| By Discretionary | ||
| Discretionary | 556 | 121.6 |
| Non-Discretionary | 14 | 8.3 |
| Total | 570 | 130.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.0 | |
| Total | 570 | 130.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Arbus Capital Management LLC
✚
|
130.2 M | |
|
Solist Wealth LLC
✚
|
FL | 130.1 M |
|
Wise Wealth Management LLC
✚
|
NY | 130.1 M |
|
Cerasus Advisors Inc
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|
130.1 M | |
|
Versatile Capital Management LLC
✚
|
IL | 130.1 M |
|
AAN Wealth Advisors LLC
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|
OH | 130.0 M |
|
My Financial Aurora Limited Liability Company
✚
|
TX | 130.0 M |
|
Pearl Wealth LLC
✚
|
129.9 M | |
|
Sophis Investments LLC
✚
|
NY | 129.9 M |
|
R F Lafferty & Co Inc
✚
|
NY | 129.8 M |