Aria Wealth Management

ARIA Wealth Management, Inc. is an independent registered investment advisory firm based in Saratoga, California. The firm provides continuous investment supervisory services and portfolio management tailored to individual client needs, utilizing fundamental and technical analysis combined with modern portfolio theory and asset allocation strategies. In addition to direct portfolio management, ARIA Wealth Management offers third-party investment advisory and sub-advisory services, allowing clients to work with specialized outside money managers. Some representatives also provide comprehensive financial planning services covering retirement, taxes, estate planning, and risk management. The firm serves a diverse client base including individuals, high-net-worth families, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, with no minimum account size required.