Aria Wealth Management, Inc.
- Regulatory AUM
- $130M
- Discretionary
- $122M
- Clients
- 249
- Avg AUM / client
- $522K
- Accounts
- 570
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 190 | $40.2M | 30.9% |
| High net worth individuals | 28 | $59.3M | 45.6% |
| Pension and profit sharing plans | 12 | $7.5M | 5.74% |
| Charitable organizations | 2 | $3.8M | 2.95% |
| State or municipal government entities | 15 | $18.3M | 14.1% |
| Other | 2 | $881K | 0.68% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lawrence Frederick Pizzella | Chief Compliance Officer | Apr 2019 (7y) | Less than 5% | |
| Joseph Scott Lawrence | Registered representative | Jul 2017 (9y) | ||
| Russell Paul Carlson | Registered representative | Aug 2017 (9y) | ||
| Charles Francis Mcateer | Registered representative | Oct 2019 (7y) | ||
| Carrie Katherine Carr | Registered representative | Nov 2019 (7y) | ||
| Elizabeth Nmn Luna | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Aria Wealth Llc | Owner | Mar 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 960 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗