RIA Intelligence

ARIS WEALTH SERVICES INC

CRD #104577 SEC #801-46896 STATE COLLEGE, PA 814-231-3710
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
48
Clients
0
Accounts
6,787

Firm Details

Organization Type
Corporation
State of Formation
Pennsylvania
Fiscal Year End
SEPTEMBER
Registration Date
--
Latest Filing
Jul 8, 2015
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ANGUS, TED, FYKEIDIRECTOR, EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL, SECRETARYNA Control
ANGUS, TED, FYKEIDIRECTOR, EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL, SECRETARYNA Control
ANGUS, TED, FYKEIDIRECTOR, EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL, SECRETARYNA Control
ANGUS, TED, FYKEIDIRECTOR, EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL, SECRETARYNA Control
BATTAGLIA, JOHN, SALVATOREIDIRECTOR, COONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, COONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIDIRECTOR, PRESIDENTNA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIDIRECTOR, PRESIDENTNA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIDIRECTOR, PRESIDENTNA Control
BATTAGLIA, JOHN, SALVATOREIDIRECTOR, PRESIDENTNA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BATTAGLIA, JOHN, SALVATOREIPRESIDENT, DIRECTOR, CEONA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
BOYD, CHARLES, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWIVICE PRESIDENT, CHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWIVICE PRESIDENT, CHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWIVICE PRESIDENT, CHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWIVICE PRESIDENT, CHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GIBBINS, DAVIN, ANDREWICHIEF INVESTMENT OFFICERNA Control
GOLDMAN, CHARLES, GEORGEIDIRECTOR, CHAIRMAN OF THE BOARD, CEONA Control
GOLDMAN, CHARLES, GEORGEIDIRECTOR, CHAIRMAN OF THE BOARD, CEONA Control
GOLDMAN, CHARLES, GEORGEIDIRECTOR, CHAIRMAN OF THE BOARD, CEONA Control
GOLDMAN, CHARLES, GEORGEIDIRECTOR, CHAIRMAN OF THE BOARD, CEONA Control
HUFFER, MELINDA, LEEISVP, DIRECTORNA Control
HUFFER, MELINDA, LEEISVP, DIRECTORNA Control
HUFFER, MELINDA, LEEISVP, DIRECTORNA Control
KNISELY, LAURIE, JAMISONIDIRECTOR OF COMPLIANCENA
KNISELY, LAURIE, JAMISONIDIRECTOR OF COMPLIANCENA
KUHR, DAVID, WILLIAMIDIRECTOR OF COMPLIANCENA
KUHR, DAVID, WILLIAMIDIRECTOR OF COMPLIANCENA
KUHR, DAVID, WILLIAMIDIRECTOR OF COMPLIANCENA
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESISENIOR VICE PRESIDENTNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESISENIOR VICE PRESIDENTNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESISENIOR VICE PRESIDENTNA Control
MUSAR, RICHARD, CHARLESISENIOR VICE PRESIDENTNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
MUSAR, RICHARD, CHARLESIDIRECTORNA Control
PLANETA, DOUG, JONIDIRECTORNA Control
SZEYLLER, ROBERT, ARTHURIDIRECTORNA Control
SZEYLLER, ROBERT, ARTHURIDIRECTORNA Control
SZEYLLER, ROBERT, ARTHURIDIRECTORNA Control
WOLFE, THOMAS, JAMESIDIRECTOR OF FINANCENA Control
WOLFE, THOMAS, JAMESIDIRECTOR OF FINANCENA Control
ZYLA, GARY, GEORGEIEXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURERNA Control
ZYLA, GARY, GEORGEIEXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURERNA Control
ZYLA, GARY, GEORGEIEXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURERNA Control
ZYLA, GARY, GEORGEIEXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURERNA Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
ARIS CORPORATION OF AMERICADEPARENT CORPORATIONE Control
MCNICHOL, ROBERT, EUGENEIPRESIDENT, CEOB Control
MCNICHOL, ROBERT, EUGENEIDIRECTORB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
AQGEN LIBERTY HOLDINGS, LLC (PARENT)DEASSETMARK FINANCIAL HOLDINGS, INC.E Control
AQGEN LIBERTY HOLDINGS, LLC (PARENT)DEASSETMARK FINANCIAL HOLDINGS, INC.E Control
AQGEN LIBERTY HOLDINGS, LLC (PARENT)DEASSETMARK FINANCIAL HOLDINGS, INC.E Control
AQGEN LIBERTY HOLDINGS, LLC (PARENT)DEASSETMARK FINANCIAL HOLDINGS, INC.E Control
ASSETMARK FINANCIAL HOLDINGS, INC.DEASSETMARK FINANCIAL, INC.E Control
ASSETMARK FINANCIAL HOLDINGS, INC.DEASSETMARK FINANCIAL, INC.E Control
ASSETMARK FINANCIAL HOLDINGS, INC.DEASSETMARK FINANCIAL, INC.E Control
ASSETMARK FINANCIAL HOLDINGS, INC.DEASSETMARK FINANCIAL, INC.E Control
ASSETMARK FINANCIAL, INC.DEARIS CORPORATION OF AMERICAE Control
ASSETMARK FINANCIAL, INC.DEARIS CORPORATION OF AMERICAE Control
ASSETMARK FINANCIAL, INC.DEARIS CORPORATION OF AMERICAE Control
ASSETMARK FINANCIAL, INC.DEARIS CORPORATION OF AMERICAE Control
AQUILINE LIBERTY HOLDINGS, LLCDEAQGEN LIBERTY HOLDINGS, LLC (PARENT)C Control
AQUILINE LIBERTY HOLDINGS, LLCDEAQGEN LIBERTY HOLDINGS, LLC (PARENT)C Control
AQUILINE LIBERTY HOLDINGS, LLCDEAQGEN LIBERTY HOLDINGS, LLC (PARENT)C Control
AQUILINE LIBERTY HOLDINGS, LLCDEAQGEN LIBERTY HOLDINGS, LLC (PARENT)C Control
GENSTAR CAPITAL PARTNERS V, L.P.DEAQGEN LIBERTY HOLDINGS, LLC (PARENT)C Control
GENSTAR CAPITAL PARTNERS V, L.P.DEAQGEN LIBERTY HOLDINGS, LLC (PARENT)C Control
GENSTAR CAPITAL PARTNERS V, L.P.DEAQGEN LIBERTY HOLDINGS, LLC (PARENT)C Control
GENSTAR CAPITAL PARTNERS V, L.P.DEAQGEN LIBERTY HOLDINGS, LLC (PARENT)C Control
GENSTAR CAPITAL PARTNERS VI, L.P.DEAQGEN LIBERTY HOLDINGS, LLC (PARENT)C Control
GENSTAR CAPITAL PARTNERS VI, L.P.DEAQGEN LIBERTY HOLDINGS, LLC (PARENT)C Control
GENSTAR CAPITAL PARTNERS VI, L.P.DEAQGEN LIBERTY HOLDINGS, LLC (PARENT)C Control
GENSTAR CAPITAL PARTNERS VI, L.P.DEAQGEN LIBERTY HOLDINGS, LLC (PARENT)C Control

Registrations

Federal

IA
Jul 8, 2015 REGISTERED

Notice Filings (42)

AL AR AZ CA CO CT DC DE FL GA HI IA IL IN KS KY LA MA MD ME MI MN MO NC ND NE NH NJ NM NV NY OH OR PA SC SD TN TX VA VT WA WI

Address

270 WALKER DR
STATE COLLEGE, PA 16801
United States
Phone: 814-231-3710