← Back to searchVisit website
ARIA WEALTH PARTNERS
ARIA WEALTH PARTNERS, LLC
CRD 334270 · SEC 801-131770
505 FAULCONER DRIVE, SUITE 2A, CHARLOTTESVILLE, VA, 22903, United States
Phone
434-338-6840
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$112.3M
Discretionary AUM
$112.3M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $20.0M |
| High net worth individuals | 36 | $90.2M |
| Corporations/business entities | 3 | $2.1M |
States served
VA, TX
All web addresses on file
Official SEC filing: View on IAPD