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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2015 | $1.7B | $1.7B | $21.2M | 48 | 4,300 |
| Apr 2015 | $1.7B | $1.7B | $21.2M | 48 | 4,300 |
| Jan 2015 | $1.7B | $1.7B | $21.2M | 48 | 4,300 |
| Nov 2014 | $1.7B | $1.7B | $21.2M | 48 | 4,300 |
| Apr 2014 | $1.4B | $1.4B | $21.8M | 50 | 3,800 |
| Apr 2014 | $1.4B | $1.4B | $21.8M | 50 | 3,800 |
| Jan 2014 | $1.4B | $1.4B | $21.8M | 50 | 3,800 |
| Dec 2013 | $1.4B | $1.4B | $21.8M | 50 | 3,800 |
| Jul 2013 | $1.1B | $1.1B | $24.6M | 49 | 3,100 |
| May 2013 | $1.1B | $1.1B | $24.6M | 49 | 3,100 |
| Feb 2013 | $1.1B | $1.1B | $24.6M | 49 | 3,100 |
| Feb 2013 | $1.1B | $1.1B | $24.6M | 49 | 3,100 |
| Jan 2013 | $1.1B | $1.1B | $24.6M | 49 | 3,100 |
| Jun 2012 | $1B | $1B | $25.9M | 11 | 2,800 |
| Apr 2012 | $1B | $1B | $25.9M | 11 | 2,800 |
| Apr 2012 | $1B | $1B | $25.9M | 11 | 2,800 |
| Apr 2012 | $1B | $1B | $25.9M | 11 | 2,800 |
| Feb 2012 | $1B | $1B | $25.9M | 11 | 2,800 |
| Jan 2012 | $1B | $1B | $25.9M | 11 | 2,800 |
| Dec 2011 | $1B | $1B | $25.9M | 11 | 2,800 |
| Aug 2011 | $1.1B | $1B | $48.2M | -- | -- |
| Aug 2011 | $1.1B | $1B | $48.2M | -- | -- |
| May 2011 | $1.1B | $1B | $48.2M | -- | -- |
| Mar 2011 | $1.1B | $1B | $48.2M | -- | -- |
| Oct 2010 | $1.1B | $1B | $48.2M | -- | -- |
| Nov 2007 | $1B | $992.8M | $56.2M | 51 | -- |
| Dec 2006 | $904.7M | $849.7M | $55M | 51 | -- |
| Dec 2005 | $759.2M | $707.2M | $52.1M | 51 | -- |
| Jan 2004 | $791.6M | $763.3M | $28.3M | 51 | -- |
| Oct 2003 | $770.6M | $751.7M | $18.9M | 51 | -- |
| Jul 2001 | $1.2B | $974M | $225.9M | 51 | -- |
| May 2001 | $1.2B | $974M | $225.9M | 51 | -- |
| May 2001 | $1.2B | $974M | $225.9M | 51 | -- |
DateJul 2015
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$21.2M
Employees48
Clients4,300
DateApr 2015
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$21.2M
Employees48
Clients4,300
DateJan 2015
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$21.2M
Employees48
Clients4,300
DateNov 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$21.2M
Employees48
Clients4,300
DateApr 2014
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$21.8M
Employees50
Clients3,800
DateApr 2014
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$21.8M
Employees50
Clients3,800
DateJan 2014
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$21.8M
Employees50
Clients3,800
DateDec 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$21.8M
Employees50
Clients3,800
DateJul 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.6M
Employees49
Clients3,100
DateMay 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.6M
Employees49
Clients3,100
DateFeb 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.6M
Employees49
Clients3,100
DateFeb 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.6M
Employees49
Clients3,100
DateJan 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.6M
Employees49
Clients3,100
DateJun 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$25.9M
Employees11
Clients2,800
DateApr 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$25.9M
Employees11
Clients2,800
DateApr 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$25.9M
Employees11
Clients2,800
DateApr 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$25.9M
Employees11
Clients2,800
DateFeb 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$25.9M
Employees11
Clients2,800
DateJan 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$25.9M
Employees11
Clients2,800
DateDec 2011
Total AUM$1B
Discretionary$1B
Non-Disc.$25.9M
Employees11
Clients2,800
DateAug 2011
Total AUM$1.1B
Discretionary$1B
Non-Disc.$48.2M
Employees--
Clients--
DateAug 2011
Total AUM$1.1B
Discretionary$1B
Non-Disc.$48.2M
Employees--
Clients--
DateMay 2011
Total AUM$1.1B
Discretionary$1B
Non-Disc.$48.2M
Employees--
Clients--
DateMar 2011
Total AUM$1.1B
Discretionary$1B
Non-Disc.$48.2M
Employees--
Clients--
DateOct 2010
Total AUM$1.1B
Discretionary$1B
Non-Disc.$48.2M
Employees--
Clients--
DateNov 2007
Total AUM$1B
Discretionary$992.8M
Non-Disc.$56.2M
Employees51
Clients--
DateDec 2006
Total AUM$904.7M
Discretionary$849.7M
Non-Disc.$55M
Employees51
Clients--
DateDec 2005
Total AUM$759.2M
Discretionary$707.2M
Non-Disc.$52.1M
Employees51
Clients--
DateJan 2004
Total AUM$791.6M
Discretionary$763.3M
Non-Disc.$28.3M
Employees51
Clients--
DateOct 2003
Total AUM$770.6M
Discretionary$751.7M
Non-Disc.$18.9M
Employees51
Clients--
DateJul 2001
Total AUM$1.2B
Discretionary$974M
Non-Disc.$225.9M
Employees51
Clients--
DateMay 2001
Total AUM$1.2B
Discretionary$974M
Non-Disc.$225.9M
Employees51
Clients--
DateMay 2001
Total AUM$1.2B
Discretionary$974M
Non-Disc.$225.9M
Employees51
Clients--