Aria Wealth Management

Aria Wealth Management (CRD# 288450) is a financial advisory firm headquartered in Saratoga, CA. They manage $173,024,394 in 621 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    621
    ACCOUNTS
  • Average Account Value
    $278,622
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, CA, FL, GA, TX

Financial Advisors at Aria Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
Russell P. Carlson
CRD#: 2876261
Dunwoody, GA

Russell Carlson (CRD# 2876261) is an Investment Advisor Representative working at Aria Wealth Management in Dunwoody, GA and has over 26 years of experience in the finance industry.

2
Carrie K. Carr
CRD#: 4659962
650 S. Shackleford Road, Suite 400, Little Rock, AR 72211

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.

3
James J. Decesare
CRD#: 4552161
Chowchilla, CA

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.

4
Joseph S. Lawrence
CRD#: 2457893
100 Church Street Sw, Suite 125, Huntsville, AL 35801

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.

5
Elizabeth N. Luna
CRD#: 5198499
20640 3rd Steet, Suite 300, Saratoga, CA 95070

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.

6
Charles F. McAteer
CRD#: 2667877
20640 3rd Steet, Suite 300, Saratoga, CA 95070

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.

7
Lawrence F. Pizzella
CRD#: 6616698
20640 3rd Steet, Suite 300, Saratoga, CA 95070

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.

8
John R. Turbeville
CRD#: 833999
650 S. Shackleford Road, Suite 400, Little Rock, AR 72211

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.

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