ARIA WEALTH PARTNERS

Overview

Aria Wealth Partners is an independent registered investment adviser organized as a limited liability company that serves individuals, families and institutional clients. The firm operates primarily as a fee-based adviser, charging a percentage of assets under management and offering fixed-fee engagements for planning or consulting. Its core advisory activities are financial planning, portfolio management for individuals and small businesses, and pension consulting. Aria manages client relationships on a discretionary basis — the firm reports all of its assets as discretionary — and uses that authority to implement portfolio decisions aligned with client objectives and liability considerations. Investment approach centers on liquid, professionally managed public funds as the backbone of client portfolios, with third-party managers brought in for targeted alternative exposure. The firm does not position itself as a capital allocator; instead it selects outside fund managers for specialty allocations, most notably in real estate. Aria is not identified as an active ESG investor and is structured as a single-state adviser under the filing details provided.

Assets & Accounts

Investments & Alternatives

Location & Offices