← Tributary

ARIA WEALTH PARTNERS

CHARLOTTESVILLE, VA · CRD 334270 · IAPD ↗ · ariawealthpartners.com · 434-338-6840

$112.3MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — ARIA WEALTH PARTNERS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2026 — ARIA WEALTH PARTNERS now reports custody of client assets ($30.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
December 2025 — ARIA WEALTH PARTNERS reported RAUM up 117% ($46.2M -> $100.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
July 2025 — ARIA WEALTH PARTNERS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
February 2025 — ARIA WEALTH PARTNERS (CHARLOTTESVILLE, VA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.