Aria Wealth Management
Aria Wealth Management (CRD# 288450) is a financial advisory firm headquartered in Saratoga, CA. They manage $194,326,307 in 649 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management194MILLION
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Total Number of Accounts649ACCOUNTS
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Average Account Value$299,424
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, CA, FL, GA, TX
Russell Carlson (CRD# 2876261) is an Investment Advisor Representative working at Aria Wealth Management in Dunwoody, GA and has over 27 years of experience in the finance industry.
Carrie Carr (CRD# 4659962) is an Investment Advisor Representative working at Aria Wealth Management in Little Rock, AR and has over 20 years of experience in the finance industry.
James Decesare (CRD# 4552161) is an Investment Advisor Representative working at Aria Wealth Management in Chowchilla, CA and has over 21 years of experience in the finance industry.
Joseph Lawrence (CRD# 2457893) is an Investment Advisor Representative working at Aria Wealth Management in Huntsville, AL and has over 30 years of experience in the finance industry.
Elizabeth Luna (CRD# 5198499) is an Investment Advisor Representative working at Aria Wealth Management in Saratoga, CA and has over 17 years of experience in the finance industry.
Charles McAteer (CRD# 2667877) is an Investment Advisor Representative working at Aria Wealth Management in Saratoga, CA and has over 28 years of experience in the finance industry.
Lawrence Pizzella (CRD# 6616698) is an Investment Advisor Representative working at Aria Wealth Management in Saratoga, CA and has over 8 years of experience in the finance industry.
John Turbeville (CRD# 833999) is an Investment Advisor Representative working at Aria Wealth Management in Little Rock, AR and has over 38 years of experience in the finance industry.