|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Aria Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 334270 |
| SEC # | 801-131770 |
| CIK # | |
| AUM | $46.2 M (2025-06-25) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 434-338-6840 |
| Address | 505 Faulconer Drive Charlottesville, VA 22903 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 10.6 |
| (b) Individuals (high net worth individuals) | 17 | 35.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 102 | 46.2 |
| By Discretionary | ||
| Discretionary | 102 | 46.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 102 | 46.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 46.2 | |
| Total | 102 | 46.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Westpark Capital Inc
✚
|
NY | 0.0 |
|
St James Investment Advisors LLC
✚
|
NY | 0.0 |
|
Capital Area Planning Group LLC
✚
|
DC | 0.0 |
|
Azura Partners US LLC
✚
|
NY | 0.0 |
|
Alera Retirement Advisors LLC
✚
|
NY | 0.0 |
|
Ancora West Advisors LLC
✚
|
NV | 0.0 |
|
Great Point Advisors LLC
✚
|
IL | 0.0 |
|
Romen Capital Management LLC
✚
|
0.0 | |
|
Barzideh & Nadeau Wealth Management LLC
✚
|
IL | 0.0 |
|
KPC Terrapin Group LLC
✚
|
NY | 0.0 |