Overview
Assets Under Management: $112 million
Headquarters: CHARLOTTESVILLE, VA
High-Net-Worth Clients: 36
Average Client Assets: $2.5 million
Frequently Asked Questions
ARIA WEALTH PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #334270), ARIA WEALTH PARTNERS is subject to fiduciary duty under federal law.
ARIA WEALTH PARTNERS is headquartered in CHARLOTTESVILLE, VA.
ARIA WEALTH PARTNERS serves 36 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, ARIA WEALTH PARTNERS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ARIA WEALTH PARTNERS manages $112 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, ARIA WEALTH PARTNERS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.30%
Average Client Assets: $2.5 million
Total Client Accounts: 314
Discretionary Accounts: 314
Regulatory Filings
CRD Number: 334270
Filing ID: 2067423
Last Filing Date: 2026-03-06 18:05:09