DBA: ARIA WEALTH PARTNERS
| Total AUM | $112.3M |
| Discretionary | $112.3M100% of AUM |
| Client Accounts | 314 |
| Avg Account Size | $358K |
| Employees | 3 |
| Peak AUM | $112.3MMar 2026 |
Total AUM
$112M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $112M | +142.9% | — | — | |
| Discretionary AUM | $112M | ||||
| Total AUM | $112.3M |
| Discretionary | $112.3M |
| Employees | 3 |
| Client Accounts | 314 |
| Client Range | 1-10 |
Address
505 FAULCONER DRIVE
CHARLOTTESVILLE VA 22903
Phone
434-338-6840
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$112M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| — |
| — |
| Total Accounts | 314 | +207.8% | — | — |
| Avg Account Size | $357,781.073 | 21.1% | — | — |
| Employees | 3 | 0.0% | — | — |
| AUM / Employee | $37M | +142.9% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $110M | +138.3% | — | — | |
| Institutional AUM | $2M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 50 | +138.1% | — | — | |
| Institutional | 3 | — | — | — | |
| Individuals | 36 | +111.8% | — | — | |