Aria Wealth Management
Aria Wealth Management is an SEC-registered mass-market adviser in Saratoga, CA with $130.0M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Aria Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288450, SEC 801-110703, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $130.0M (2026-04-01)
- Firm type
- Mass-Market Adviser
- Location
- Saratoga, CA
- Employees
- 9
- Clients
- 249
- CRD
- 288450
- Ownership
- ARIA WEALTH LLC; PIZZELLA, LAWRENCE, FREDERICK; OMNI GLOBAL GROUP, LTD.; SCHEI, ERIK, ALLEN; Pizzella, Lawrence, F
How much AUM does Aria Wealth Management have?
Aria Wealth Management reported $130.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Aria Wealth Management?
Disclosed owners and executives of Aria Wealth Management include ARIA WEALTH LLC, PIZZELLA, LAWRENCE, FREDERICK, OMNI GLOBAL GROUP, LTD., SCHEI, ERIK, ALLEN, Pizzella, Lawrence, F. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.