ARIA Wealth Management, Inc. is an independent, fee-based registered investment advisory firm established in February 2017 and registered with the SEC since May 2017. The firm manages over $122 million in assets for various clients, including individuals, families, trusts, corporations, and charitable organizations. Services offered include investment supervisory services tailored to individual client needs, third-party investment advisory services, and sub-advisory services. The firm employs fundamental and technical analysis methods to guide investment strategies, focusing on asset allocation and modern portfolio theory principles. Fees are based on a percentage of assets under management, with planning fees ranging from $1500-$2500 per plan. ARIA Wealth Management, Inc. acts as a fiduciary, disclosing all material conflicts of interest and providing transparent compensation structures. Clients have the option for discretionary or non-discretionary account management, with the firm typically having discretion over client accounts. The firm does not engage in performance-based fees or side-by-side management and has no disciplinary events on record. Clients retain voting rights for their securities, and the firm does not vote proxies on their behalf. ARIA Wealth Management, Inc. does not have custody of client assets and requires a qualified custodian for client assets.