ARIA WEALTH MANAGEMENT, INC.
Legal name: ARIA WEALTH MANAGEMENT
CRD #288450 SEC #801-110703 SARATOGA, CA 669-222-1155
SEC Registered
Total AUM
$122.8M
Discretionary
$115.5M
Employees
10
Clients
25
Accounts
616
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 15, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PIZZELLA, LAWRENCE, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZELLA, LAWRENCE, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZELLA, LAWRENCE, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZELLA, LAWRENCE, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZELLA, LAWRENCE, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZELLA, LAWRENCE, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZELLA, LAWRENCE, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZELLA, LAWRENCE, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZELLA, LAWRENCE, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZELLA, LAWRENCE, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZELLA, LAWRENCE, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZELLA, LAWRENCE, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZELLA, LAWRENCE, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZELLA, LAWRENCE, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZELLA, LAWRENCE, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZELLA, LAWRENCE, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZELLA, LAWRENCE, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZELLA, LAWRENCE, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZELLA, LAWRENCE, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Pizzella, Lawrence, F | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHEI, ERIK, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHEI, ERIK, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHEI, ERIK, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARIA WEALTH LLC | DE | OWNER | E | Control |
| ARIA WEALTH LLC | DE | OWNER | E | Control |
| ARIA WEALTH LLC | DE | OWNER | E | Control |
| ARIA WEALTH LLC | DE | OWNER | E | Control |
| ARIA WEALTH LLC | DE | OWNER | E | Control |
| ARIA WEALTH LLC | DE | OWNER | E | Control |
| ARIA WEALTH LLC | DE | OWNER | E | Control |
| ARIA WEALTH LLC | DE | OWNER | E | Control |
| ARIA WEALTH LLC | DE | OWNER | E | Control |
| ARIA WEALTH LLC | DE | OWNER | E | Control |
| ARIA WEALTH LLC | DE | OWNER | E | Control |
| ARIA WEALTH LLC | DE | OWNER | E | Control |
| ARIA WEALTH LLC | DE | OWNER | E | Control |
| ARIA WEALTH LLC | DE | OWNER | E | Control |
| ARIA WEALTH LLC | DE | OWNER | E | Control |
| ARIA WEALTH LLC | DE | OWNER | E | Control |
| ARIA WEALTH LLC | DE | OWNER | E | Control |
| ARIA WEALTH LLC | DE | OWNER | E | Control |
| ARIA WEALTH LLC | DE | OWNER | E | Control |
| ARIA WEALTH LLC | DE | OWNER | E | Control |
| ARIA WEALTH LLC | DE | OWNER | E | Control |
| SCHEI, ERIK, ALLEN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SCHEI, ERIK, ALLEN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SCHEI, ERIK, ALLEN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| OMNI GLOBAL GROUP, LTD. | DE | PARENT COMPANY | D | Control |
| OMNI GLOBAL GROUP, LTD. | DE | PARENT COMPANY | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LUNA FAMILY TRUST | DE | OMNI GLOBAL GROUP LTD. | C | Control |
| LUNA FAMILY TRUST | DE | OMNI GLOBAL GROUP LTD. | C | Control |
| LUNA, ELIZABETH, NMN | I | LUNA FAMILY TRUST | C | Control |
| LUNA, ELIZABETH, NMN | I | LUNA FAMILY TRUST | C | Control |
| LUNA, FELIPE, AMOR | I | LUNA FAMILY TRUST | C | Control |
| LUNA, FELIPE, AMOR | I | LUNA FAMILY TRUST | C | Control |
Registrations
Federal
IA
Apr 15, 2025 REGISTERED
Notice Filings (7)
AL AR CA FL GA LA TX
Address
20640 3RD STEETSUITE 300
SARATOGA, CA 95070
United States
Phone: 669-222-1155