Elizabeth Luna is a registered investment advisor at Aria Wealth Management, based in Saratoga, CA, with 19 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 249 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum account fee is 2.00% annually. Fees may be negotiated by the investment advisor representative.
Fee Estimator
Location
20640 3rd Steet, Suite 300, Saratoga, CA, 95070
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Elizabeth is an Investment Advisor Representative with Concert Wealth Management since 2007, CFO and shareholder of Omni Global Group, and part owner of Myriad Financial, Inc. She also spends about 10-20% of her time as a board member of Grail Family Services and is a California licensed notary public officer.
Employment History
Current Registrations
Aria Wealth Management
Previous Registrations
Institute for Wealth Advisors, INC.
Sowell Management Services
Concert Capital Management
Private Client Advisors
Concert Wealth Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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