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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $122.8M | $115.5M | $7.2M | 10 | 0 |
| Mar 2025 | $122.8M | $115.5M | $7.2M | 10 | 0 |
| Mar 2024 | $194.3M | $99.1M | $95.3M | 10 | 0 |
| Apr 2023 | $173M | $90.3M | $82.7M | 10 | 0 |
| Mar 2023 | $173M | $90.3M | $82.7M | 10 | 0 |
| Mar 2022 | $195.9M | $108.3M | $87.6M | 10 | 0 |
| Nov 2021 | $173.3M | $102.6M | $70.7M | 10 | 0 |
| Apr 2021 | $173.3M | $102.6M | $70.7M | 10 | 0 |
| Mar 2021 | $173.3M | $102.6M | $70.7M | 10 | 0 |
| Nov 2020 | $162.1M | $98.9M | $63.2M | 10 | 0 |
| Oct 2020 | $162.1M | $98.9M | $63.2M | 10 | 0 |
| Jun 2020 | $162.1M | $98.9M | $63.2M | 10 | 0 |
| Apr 2020 | $162.1M | $98.9M | $63.2M | 10 | 0 |
| Apr 2020 | $162.1M | $98.9M | $63.2M | 10 | 0 |
| Mar 2020 | $162.1M | $160.9M | $1.2M | 10 | 0 |
| Dec 2019 | $130.7M | $88.9M | $41.8M | 10 | 0 |
| Oct 2019 | $130.7M | $88.9M | $41.8M | 10 | 0 |
| Oct 2019 | $130.7M | $88.9M | $41.8M | 10 | 0 |
| May 2019 | $130.7M | $88.9M | $41.8M | 10 | 0 |
| Apr 2019 | $130.7M | $88.9M | $41.8M | 10 | 0 |
| Mar 2019 | $130.7M | $88.9M | $41.8M | 10 | 0 |
| Mar 2018 | $148M | $99.9M | $48.1M | 10 | 0 |
| Feb 2018 | $101M | $101M | $0 | 10 | 383 |
| Oct 2017 | $101M | $101M | $0 | 10 | 383 |
| Jul 2017 | $0 | $0 | $0 | 6 | 0 |
| May 2017 | $0 | $0 | $0 | 6 | 0 |
DateApr 2025
Total AUM$122.8M
Discretionary$115.5M
Non-Disc.$7.2M
Employees10
Clients0
DateMar 2025
Total AUM$122.8M
Discretionary$115.5M
Non-Disc.$7.2M
Employees10
Clients0
DateMar 2024
Total AUM$194.3M
Discretionary$99.1M
Non-Disc.$95.3M
Employees10
Clients0
DateApr 2023
Total AUM$173M
Discretionary$90.3M
Non-Disc.$82.7M
Employees10
Clients0
DateMar 2023
Total AUM$173M
Discretionary$90.3M
Non-Disc.$82.7M
Employees10
Clients0
DateMar 2022
Total AUM$195.9M
Discretionary$108.3M
Non-Disc.$87.6M
Employees10
Clients0
DateNov 2021
Total AUM$173.3M
Discretionary$102.6M
Non-Disc.$70.7M
Employees10
Clients0
DateApr 2021
Total AUM$173.3M
Discretionary$102.6M
Non-Disc.$70.7M
Employees10
Clients0
DateMar 2021
Total AUM$173.3M
Discretionary$102.6M
Non-Disc.$70.7M
Employees10
Clients0
DateNov 2020
Total AUM$162.1M
Discretionary$98.9M
Non-Disc.$63.2M
Employees10
Clients0
DateOct 2020
Total AUM$162.1M
Discretionary$98.9M
Non-Disc.$63.2M
Employees10
Clients0
DateJun 2020
Total AUM$162.1M
Discretionary$98.9M
Non-Disc.$63.2M
Employees10
Clients0
DateApr 2020
Total AUM$162.1M
Discretionary$98.9M
Non-Disc.$63.2M
Employees10
Clients0
DateApr 2020
Total AUM$162.1M
Discretionary$98.9M
Non-Disc.$63.2M
Employees10
Clients0
DateMar 2020
Total AUM$162.1M
Discretionary$160.9M
Non-Disc.$1.2M
Employees10
Clients0
DateDec 2019
Total AUM$130.7M
Discretionary$88.9M
Non-Disc.$41.8M
Employees10
Clients0
DateOct 2019
Total AUM$130.7M
Discretionary$88.9M
Non-Disc.$41.8M
Employees10
Clients0
DateOct 2019
Total AUM$130.7M
Discretionary$88.9M
Non-Disc.$41.8M
Employees10
Clients0
DateMay 2019
Total AUM$130.7M
Discretionary$88.9M
Non-Disc.$41.8M
Employees10
Clients0
DateApr 2019
Total AUM$130.7M
Discretionary$88.9M
Non-Disc.$41.8M
Employees10
Clients0
DateMar 2019
Total AUM$130.7M
Discretionary$88.9M
Non-Disc.$41.8M
Employees10
Clients0
DateMar 2018
Total AUM$148M
Discretionary$99.9M
Non-Disc.$48.1M
Employees10
Clients0
DateFeb 2018
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees10
Clients383
DateOct 2017
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees10
Clients383
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0