ARIA WEALTH MANAGEMENT
Firm details
- Headquarters
- SARATOGA, California
- CRD number
- 288450
- Registered since
- July 5, 2017
- Website
- ariawm.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI45.62%
- Individuals30.92%
- State / Municipal Government14.08%
- Pension & Profit Sharing Plans5.74%
- Charitable Organizations2.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Aria Wealth Management is an independent, SEC-registered registered investment adviser organized as a corporation and operating since 2017. The firm serves both individual and family clients as well as institutional and business clients. Its advisory services emphasize financial planning and portfolio management across individuals, small businesses and institutions, along with pension consulting and the selection of outside managers. Compensation is primarily fee-based — a percentage of assets under management — with the option for hourly billing for certain engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds41%
- Cash & Cash Equivalents10%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1LAWRENCE PIZZELLA
CEOCRD 6616698
Contacts
3 of 5RUSSELL CARLSON
Senior VP Investment & Wealth AdviserCRD 2876261
ELIZABETH LUNA
Director of Wealth ManagementCRD 5198499
CARRIE CARR
Financial AdvisorCRD 4659962
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SARATOGA, CA
SANTA CLARA
Location
SARATOGA, CA
Headquartered in SARATOGA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 20640 3 Steet
- Time zone
- PT (UTC-8)
- Office locations
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