ARIA WEALTH MANAGEMENT, INC.

ARIA WEALTH MANAGEMENT

SARATOGA, California·2 registered advisors·CRD# 288450

SEC# 801-1107035669-222-1155

01

Firm Overview

AUM

$194M

Regulatory assets under management

Employees

10

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at ARIA WEALTH MANAGEMENT, INC.

2 registered advisors

Erik Allen Schei

SAN JOSE, California

Lawrence Frederick Pizzella

SARATOGA, California

05

Office Locations

SAN JOSE, California

SARATOGA, California

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Data sourced from SEC Form ADV filings. ARIA WEALTH MANAGEMENT, INC. (CRD# 288450) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.