Aria Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$112,343,257
Total clients
86
42% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
43
Average account size
$1,306,317
About
Aria Wealth Partners works with individual and high-net-worth clients as well as foundations, trusts, estates and employer-sponsored retirement plans, offering wealth advisory, comprehensive financial planning, and retirement plan consulting. The firm provides discretionary portfolio management and standalone financial plans, and coordinates with clients’ other advisors on estate, tax and insurance matters.
Investment decisions are guided by modern portfolio theory and a mix of fundamental, technical, cyclical and macroeconomic analysis, with portfolios tailored to client risk tolerance and time horizon and implemented through both passive and active instruments (including long- and short-term holdings, options and the potential use of margin). The firm integrates insurance and annuity solutions through a third‑party insurance management platform to evaluate commission‑free products as part of a client’s holistic plan and will include those assets in overall advice and reporting when appropriate.
Noteworthy aspects include a small, two-advisor practice that manages roughly $112 million in discretionary assets despite being recently formed, and the explicit use of DPL’s marketplace—paid for by the firm—to access commission-free insurance/annuity products that can be counted in AUM for advisory purposes. The brochure also discloses a prior customer claim from 2016 involving a firm principal at a former employer that was settled and is reflected in the firm’s regulatory disclosures.
Client services
Expertise
Occupation focus
Fee options
Financial Planning standalone fixed fees range from $2,500 to $10,000 based on complexity.
$0 - $1,000,000: 1.10% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $6,000,000: 0.75% $6,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Minimum fee: Some clients have lower fee schedules or waived minimum fees based on individual circumstances; Financial Planning minimum fee of $2,500
Main office location
Aria Wealth Partners
505 Faulconer Drive, Suite 2 A
Charlottesville VA 22903, United States
Number of offices
1
Most active in
Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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