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Aria Wealth Partners, LLC

● SEC registered since 2025CRD 334270SEC# 801-131770Charlottesville, VA
Export (members)
Reg. AUM
$100.5M
Employees
3
Accounts
215
Location
Charlottesville, VA

Aria Wealth Partners, LLC assets under management

Aria Wealth Partners, LLC operates as an SEC-registered investment adviser based in Charlottesville, VA. The firm has been registered since 2025. It reports $100.5 million in regulatory assets under management and employs 3 people.
www.ariawealthpartners.comView on SEC.gov ↗

Aria Wealth Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Caitlin Somerset Borland ControlPrincipal/Cco50-75%2024
Paula Christine Gunter ControlPrincipal50-75%2024

Frequently asked questions

How much does Aria Wealth Partners, LLC manage?

Aria Wealth Partners, LLC reports $100.5 million in regulatory assets under management on its Form ADV.

How many employees does Aria Wealth Partners, LLC have?

Aria Wealth Partners, LLC reports 3 employees.

Where is Aria Wealth Partners, LLC located?

Aria Wealth Partners, LLC is based in Charlottesville, VA and has been SEC-registered since 2025.

Does Aria Wealth Partners, LLC disclose fund performance?

Aria Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address505 Faulconer Drive, Suite 2a, Charlottesville, VA 22903
Phone434-338-6840
Office hours5-Aug
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$100.5M
Non-discretionary$0
Total (RAUM)$100.5M