ARIA WEALTH MANAGEMENT, INC.
B54
CRD 288450·SEC 801-110703·SARATOGA, CA
AUM
$130.0M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$390K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $130.7M
'21 · $162.1M
'22 · $173.3M
'23 · $195.9M
'25 · $122.8M
'26 · $130.0M
'20'26
$130.7M → $130.0M▼ -1%
Client mix
| Individuals Other | 190 |
| Individuals High Net Worth | 28 |
| State Or Municipal Govt | 15 |
| Pension Profit Sharing Plans | 12 |
| Charitable Organizations | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 10 advisors
'21 · 10 advisors
'22 · 10 advisors
'23 · 10 advisors
'25 · 8 advisors
'26 · 6 advisors
'20'26
10 advisors → 6 advisors▼ -40%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (13)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited