Aria Wealth Management

CRD 288450 · Saratoga, CA · $130.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 288450
SEC number: 801-110703
Firm type: RIA
Assets under management: $130.0M as of Apr 1, 2026
Website: www.ariawm.com ↗
Phone: 669-222-1155
Address: 20640 3rd Steet, Saratoga, CA, 95070

Advisors at this firm

6 in our index · page 1 of 1

Russell Paul CarlsonCRD 2876261 · Dunwoody, GA

IA Registered
Carrie Katherine CarrCRD 4659962 · Little Rock, AR

IA Registered
Joseph Scott LawrenceCRD 2457893 · Huntsville, AL

IA RegisteredRegistration inactive
Elizabeth Nmn LunaCRD 5198499 · Saratoga, CA

IA Registered
Charles Francis McateerCRD 2667877 · Saratoga, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Lawrence Frederick PizzellaCRD 6616698 · Saratoga, CA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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