Aria Wealth Partners provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
Aria Wealth Partners reports 89 clients. They include 50 individual clients, 36 high-net-worth individuals, and 3 corporations and other businesses. Of its assets, 100.0% ($112M across 314 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 56% | 18% |
| High-net-worth individuals | 40% | 80% |
| Corporations and other businesses | 3% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 50 | $20M | 17.8% | $400K |
| High-net-worth individuals | 36 | $90.2M | 80.3% | $2.51M |
| Corporations and other businesses | 3 | $2.11M | 1.9% | $704K |
| Total | 89 | $112M | 100% | $1.26M |
- Clients
- 50
- Regulatory AUM
- $20M
- AUM share
- 17.8%
- Avg. per client
- $400K
- Clients
- 36
- Regulatory AUM
- $90.2M
- AUM share
- 80.3%
- Avg. per client
- $2.51M
- Clients
- 3
- Regulatory AUM
- $2.11M
- AUM share
- 1.9%
- Avg. per client
- $704K
Total
- Clients
- 89
- Regulatory AUM
- $112M
- AUM share
- 100%
- Avg. per client
- $1.26M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Aria Wealth Partners charges 0.50%–1.10% a year for its Wealth Advisory Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.10% |
| $1M–$3M | 1.00% |
| $3M–$6M | 0.75% |
| $6M–$10M | 0.60% |
| $10M and above | 0.50% |
Fee details and sources
Other fees
- Retirement Plan Advisory Services
- Retirement plan advisory fees are a percentage of managed plan assets ranging from 0.50% to 1.50%, which are negotiable.
- Standalone Financial Planning
- Standalone financial planning is a fixed fee from $2,500 to $10,000 per plan, agreed in advance and negotiable.
Paula Gunter owns 50% to 75% of Aria Wealth Partners. It has 3 employees, 2 of them in advisory roles.
Leadership
Caitlin BorlandPrincipal/CCO
Paula GunterPrincipal
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Aria Wealth Partners, LLC
Paula Gunter
Control person · since December 2024
- Owns 50% to 75% of Aria Wealth Partners, LLC
Caitlin Borland
Control person · since December 2024
Aria Wealth Partners’ regulatory assets grew 2.4× from $46.2M (June 2025) to $112M (March 2026); clients rose from 38 to 89 and employees were 3 in both filings. In 2025, Grand Strategy Capital ($138M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $112M | 89 | 3 | 1 |
| June 2025 | $46.2M | 38 | 3 | 1 |
Firms that joined
20251 joined
- Grand Strategy CapitalLast filed AUM $138M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Aria Wealth Partners has 0 offices, with 1 listed address in Virginia.
Virginia · 1 listed address
- 505 Faulconer Drive, Suite 2a, CharlottesvilleHQ
Contact and registration details
- Legal name
- Aria Wealth Partners, LLC
- Headquarters
- 505 Faulconer Drive, Suite 2a, Charlottesville, VA 22903
- Website
- ariawealthpartners.com
- Phone
- 434-338-6840
- SEC file
- 801-131770
- Structure
- Virginia LLC
- Fiscal year end
- December
Aria Wealth Partners uses Charles Schwab ($112M) as custodian for its separately managed accounts. Aria Wealth Partners has custody of $30.7M in client assets for 27 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $112M100%
At year end, Aria Wealth Partners’ separately managed accounts were mostly in funds (58%) and stocks (33%).
What the accounts hold
- Stocks33%
- Funds58%
- Cash8%
- Other1%
- Private investment1%
How many clients does Aria Wealth Partners have?
Aria Wealth Partners has 89 clients and manages $112 million for them, as of March 2026. They include 50 individual clients, 36 high-net-worth individuals, and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
What services does Aria Wealth Partners offer?
Aria Wealth Partners provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Aria Wealth Partners charge?
Aria Wealth Partners charges 0.50%–1.10% a year for its Wealth Advisory Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Aria Wealth Partners use?
Aria Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $112M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026
How many financial advisors does Aria Wealth Partners have?
Aria Wealth Partners has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Aria Wealth Partners invest in?
At the end of its last fiscal year, Aria Wealth Partners’ separately managed accounts held 58% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities, 8% cash and equivalents and 1% other. The 1% other category is described as: Private Investment.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aria Wealth Partners?
Aria Wealth Partners’ direct owners are Paula Gunter (50% to 75%) and Caitlin Borland (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does Aria Wealth Partners get paid?
Aria Wealth Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Aria Wealth Partners registered with the SEC?
Yes, Aria Wealth Partners has been registered with the SEC as an investment adviser since 21 January 2025. Its CRD number is 334270 and its SEC file number is 801-131770.
Source: Form ADV Part 1A, Item 1, filed 6 March 2026; IAPD firm record
How do I contact Aria Wealth Partners?
Aria Wealth Partners’ main office is at 505 Faulconer Drive, Suite 2a, Charlottesville, VA 22903. Its phone number is 434-338-6840. Its website is ariawealthpartners.com.