Aria Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Saratoga, CA. Its latest Form ADV filing, dated April 1, 2026, reports $130M in regulatory assets under management, 9 employees, 4 offices, and 570 accounts.
Assets Under Management
$130M
Employees
9
Offices
4 offices
Total Clients
249
Primary office
SARATOGA, CA
20640 3RD STEET, SUITE 300, SARATOGA, CA, United States
Top client segmentIndividuals represent 76.3% of total clients.
Top client categories% of clientsClients
1
Individuals
76.3%
190
2
HNWI
11.2%
28
3
Government
6.0%
15
4
Pension Plans
4.8%
12
5
Charitable
0.8%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$130Mas of April 1, 2026
Discretionary93.6%
$122M
94% of total RAUM93.6%
Non-discretionary6.4%
$8M
6% of total RAUM6.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$130M
Total Accounts570
10Y AUM Change+$130M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee28:1
10Y Employee Change+3 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.