$130.0M Total AUM
$121.6M Disc. AUM
-9.3% 3Y CAGR
9 Employees
249 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- FrontierFoundation
- Established Date
- 07-05-2017
- Office Locations
- 4
Office Locations
100 Church Street SW Suite 125 Huntsville AL
20640 3RD Steet Suite 300 Saratoga CA
650 S. Shackleford Road Suite 400 Little Rock AR
About Aria Wealth Management
Aria Wealth Management is a Saratoga-based RIA with 4 offices. The firm has been operating for 9 years. Managing $130.0M in total assets under management, with 6 advisory representatives. Services offered include Asset Management, Financial Planning, Retirement Plans.
Team overview
58 AVG AGE
$21.7M AVG AUM / ADVISOR
$522.0K AVG AUM / CLIENT
8.6 yrs AVG TENURE
9 Employees
6 Advisory Reps
6 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Vertex North legacy
Client Personas
Meridian
Custodian
Ember oak Focus pioneer Pathway peak
Investment Themes
Momentum matrix
Investment Vehicles
Delta
Services
Frontier vital Fusion momentum Peak
Technology
Vital timber Meridian ember
Owner & Executives
JOSEPH SCOTT LAWRENCE
Director, MANAGING DIRECTOR, VICE PRESIDENT
- CRD
- #2457893
- Ownership
- Less than 5%
(407) 471-9234
radial.unison@meridiancapital.com
in linkedin.com/in/atlas-frontier
E
ELIZABETH NMN LUNA
Director, MANAGING DIRECTOR, VICE PRESIDENT
- CRD
- #5198499
- Ownership
- Less than 5%
(373) 406-3238
zenith.summit@wavecapital.com
in linkedin.com/in/eagle-atlas
C
Catalyst crest
Meridian element summit
- CRD
- #84143
- Ownership
- 6.3%
(471) 809-9703
summit.pioneer@vectorcapital.com
in linkedin.com/in/ridge-legacy
Showing 2 of 3 owners & executives
Unlock allContacts
R
RUSSELL PAUL CARLSON
Advisor
- CRD
- #2876261
(893) 904-3464
horizon.oak@eaglecapital.com
in linkedin.com/in/catalyst-unison
C
CARRIE KATHERINE CARR
Wealth Advisor
- CRD
- #4659962
(567) 238-3755
vertex.pathway@fusioncapital.com
in linkedin.com/in/bridge-element
M
Meridian ridge
Glacier frontier
- CRD
- #44758
(740) 230-2076
eagle.optima@pathwaycapital.com
in linkedin.com/in/momentum-vital
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,620,617 | $218,742 |
| Non-Discretionary | $8,347,857 | $596,276 |
| Total | $129,968,474 | $228,015 |
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Separately Managed Accounts
Total SMA Asset: $129,968,474
Equity - Exchange:
23.0% Public Funds:
4.2% Cash:
9.7% Corporate - Investment Grade:
11.4% Derivatives:
21.8% Municipal Bonds:
20.6% U.S. Government/Agency:
9.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $130,451,880 | 23.0% |
| Public Funds | $23,821,648 | 4.2% |
| Cash | $55,016,662 | 9.7% |
| Corporate - Investment Grade | $64,658,758 | 11.4% |
| Derivatives | $123,645,695 | 21.8% |
| Municipal Bonds | $116,839,510 | 20.6% |
| U.S. Government/Agency | $52,747,934 | 9.3% |
| Total | $567,182,087 | 100.0% |