| Name | Title | Ownership | Since |
|---|---|---|---|
| Aria Wealth LLC Control | Owner | Over 75% | 2019 |
| Lawrence Frederick Pizzella Control | Chief Compliance Officer | Under 5% | 2019 |
Aria Wealth Management, Inc. reports $122.8 million in regulatory assets under management on its Form ADV.
Aria Wealth Management, Inc. reports 10 employees.
Aria Wealth Management, Inc. is based in Saratoga, CA and has been SEC-registered since 2017.
Aria Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 20640 3rd Steet, Suite 300, Saratoga, CA 95070 |
| Phone | 669-222-1155 |
| Fax | 408-200-0370 |
| Office hours | 8:00a.m. - 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $115.5M |
| Non-discretionary | $7.2M |
| Total (RAUM) | $122.8M |