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Erik Allen Schei

ARIA WEALTH MANAGEMENT, INC.·SAN JOSE, California
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1900 THE ALAMEDA, SAN JOSE, CA 95126CRD# 4886564Firm CRD# 288450
01

About

Erik Allen Schei is a registered financial advisor based in SAN JOSE, California, affiliated with ARIA WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ARIA WEALTH MANAGEMENT, INC.
ARIA WEALTH MANAGEMENT
AUM
$194M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at ARIA WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4886564
Firm CRD# 288450
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Erik Allen Schei offer?
Erik Allen Schei specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN JOSE, California for a consultation.
What are Erik Allen Schei's credentials?
Erik Allen Schei is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erik Allen Schei located?
Erik Allen Schei is based in SAN JOSE, California, working with ARIA WEALTH MANAGEMENT, INC.. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
How does Erik Allen Schei charge for services?
Erik Allen Schei's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARIA WEALTH MANAGEMENT, INC.?
ARIA WEALTH MANAGEMENT, INC. has approximately 10 employees and manages $194M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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