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What we Do

Client Focus

Our firm, ARIA Wealth Management, is a registered investment advisor. Our proven infrastructure allows our advisors to focus on what they do best – service their clients.

Experienced Advisors

Our Financial Advisors are well-positioned to help clients pursue their goals. With an average of 20 years of industry experience, our Financial Advisors are fiduciaries who are committed to putting their clients’ interest first.

Institutional Products/Services

Our wide range of investment products and resources have been selected to  support and enhanceour advisors relationship with their clients. With access to turn key asset management solutions, strong third-party partnerships and extensive back office operational support, ARIA delivers institutional quality resources to Advisors so that they can help their clients pursue the financial future they envision.

“ARIA provides advisors all of the tools they need to be able to focus on what is important; providing their clients with the highest level of service possible”

Who We Are

Patrick Berry
Russ Carlson
Carrie Carr
Jim DeCesare
Joseph Lawrence
Elizabeth Luna
Lawrence Pizzella
Erik Schei
Robert West

Institutional Products & Services

Our Partners

Charles Schwab

Envestnet

Riskalyze

OmniScientCRM

Get In Touch

ARIA Wealth Management – Main Branch Silicon Valley

  • 1900 The Alameda, Suite 100, San Jose CA 95126
  • Toll free: 669-222-1155

ARIA Wealth Management – Alabama 401k branch

  • 100 Church Street SW, Suite 125G, Huntsville, AL 35801
  • Main: 256-705-5923

ARIA Wealth Management – Little Rock branch

  • One Financial Centre
  • 650 S. Shackleford Road, Suite 400, Little Rock, AR 72211