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- Custodian
- Charles Schwab & Company · JP Morgan · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Foundation emberCrest
- Established Date
- 01-21-2025
- Office Locations
- 1
Office Locations
About Aria Wealth Partners
Aria Wealth Partners is an independent, SEC-registered RIA in Charlottesville, VA providing fiduciary financial planning and investment advisory services. The firm emphasizes transparent, asset-based fees and open-architecture portfolio construction with flexibility across mutual funds, ETFs, stocks, bonds, UITs and institutional managers to support long-term client goals.
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Owner & Executives
CAITLIN SOMERSET BORLAND
Chief Compliance Officer, PRINCIPAL, Vice President, Wealth Advisor
- CRD
- #5710459
- Ownership
- 50% but less than 75%
PAULA CHRISTINE GUNTER
Financial Advisor, PRINCIPAL, Private Client Group, Vice President
- CRD
- #4495768
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,343,257 | $357,781 |
| Non-Discretionary | $0 | -- |
| Total | $112,343,257 | $357,781 |
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Separately Managed Accounts
Total SMA Asset: $112,343,257
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $137,219,891 | 6.9% |
| Equity - Exchange | $586,664,750 | 29.5% |
| Cash | $656,269,042 | 33.0% |
| Other | $608,540,385 | 30.6% |
| Total | $1,988,694,068 | 100.0% |