Aris Alpha LLC

Overview

Aris Alpha LLC is a small, individual-owned limited liability company that provides financial planning and portfolio management primarily for individuals and small businesses. Its advisory model includes discretionary portfolio management and financial planning services. The firm reports a mix of fee arrangements — percentage of assets under management, hourly fees, fixed fees and performance-based fees — which suggests flexibility in pricing across client relationships or product types. The firm does not identify itself as an active ESG investor, is not multi-state registered as an adviser, and is not flagged as a pension consultant, capital allocator, or related adviser to another registered entity. Reported activities emphasize direct client advisory work rather than institutional consulting or wholesale capital allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives