Jariwala Financial Wellness, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Mesa, Arizona
CRD number
338561
Fee structure
Subscription Fees, Fixed Fees
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Jariwala Financial Wellness, LLC is an Arizona-registered limited liability company that positions itself around financial planning and client education rather than traditional asset management. The firm lists financial planning services and educational seminars/workshops among its primary advisory activities. Its fee model is non-transactional, relying on subscription and fixed fees. The entity is described as a domestic/individual-owned business and is not classified under a specific advisory category in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Ariane Jariwala

    Ariane Jariwala

    Managing Member, OwnerCRD 5893444

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mesa, AZ

Maricopa

Location

Mesa, AZ

Headquartered in Mesa, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
7133 E Posada Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth