Aria Wealth Partners

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Client assets under management

$110,231,700

Clients

42% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$1,281,764

About

Aria Wealth Partners works with individual and high-net-worth clients as well as foundations, trusts, estates and employer-sponsored retirement plans, offering wealth advisory, comprehensive financial planning, and retirement plan consulting. The firm provides discretionary portfolio management and standalone financial plans, and coordinates with clients’ other advisors on estate, tax and insurance matters.

Investment decisions are guided by modern portfolio theory and a mix of fundamental, technical, cyclical and macroeconomic analysis, with portfolios tailored to client risk tolerance and time horizon and implemented through both passive and active instruments (including long- and short-term holdings, options and the potential use of margin). The firm integrates insurance and annuity solutions through a third‑party insurance management platform to evaluate commission‑free products as part of a client’s holistic plan and will include those assets in overall advice and reporting when appropriate.

Noteworthy aspects include a small, two-advisor practice that manages roughly $112 million in discretionary assets despite being recently formed, and the explicit use of DPL’s marketplace—paid for by the firm—to access commission-free insurance/annuity products that can be counted in AUM for advisory purposes. The brochure also discloses a prior customer claim from 2016 involving a firm principal at a former employer that was settled and is reflected in the firm’s regulatory disclosures.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Cash flow / budgeting

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial Planning standalone fixed fees range from $2,500 to $10,000 based on complexity.

Percentage

$0 - $1,000,000: 1.10% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $6,000,000: 0.75% $6,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%

Other

Minimum fee: Some clients have lower fee schedules or waived minimum fees based on individual circumstances; Financial Planning minimum fee of $2,500

Main office location

Aria Wealth Partners

505 Faulconer Drive, Suite 2 A

Charlottesville VA 22903, United States

Number of offices

Most active in

Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 434-338-6840

Advisors at this firm

Caitlin B

Series 63, Series 66

Charlottesville, VA

Aria Wealth Partners

Caitlin Borland is a financial advisor with Aria Wealth Partners in Charlottesville, VA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at JP Morgan Securities and Truist Advisory Services. In addition to advisory services, she holds an insurance license and sells insurance and annuity products, dedicating less than five hours per month to this activity. Aria Wealth Partners serves individual and high-net-worth clients, as well as foundations, trusts, estates, and employer-sponsored retirement plans, providing wealth advisory, comprehensive financial planning, and retirement plan consulting. The firm employs a mix of fundamental, technical, cyclical, and macroeconomic analysis to tailor portfolios to client risk tolerance and time horizon, using both passive and active investment instruments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Executive

Paula G

Series 63, Series 65

Charlottesville, VA

Aria Wealth Partners

Paula Gunter is a financial advisor at Aria Wealth Partners with 23 years of industry experience. She previously worked at Truist Advisory Services and BB&T Securities, LLC. Paula holds Series 63 and Series 65 licenses and has been licensed to sell insurance since 2002, receiving additional compensation for insurance and annuity sales. Aria Wealth Partners serves individual and high-net-worth clients, as well as foundations, trusts, estates, and employer-sponsored retirement plans. The firm offers wealth advisory, comprehensive financial planning, and retirement plan consulting, using a mix of fundamental, technical, cyclical, and macroeconomic analysis to tailor portfolios according to client risk tolerance and time horizon.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Executive

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