Assets Under Management
$122.8M
Number of Clients
255
Number of Advisors
6
Average Client AUM
$481K
AUM per Advisor
$20.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
ARIA Wealth Management, Inc. provides investment supervisory services, third-party investment advisory services, and financial planning to individuals, families, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. They utilize fundamental and technical analysis and an asset allocation strategy.
20640 3rd Steet, Suite 300, Saratoga, CA, 95070