Elizabeth
Luna
Aria Wealth Management
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About this Advisor
Elizabeth Luna is a financial advisor based in Saratoga, California, working with Aria Wealth Management. Elizabeth has previously held positions at Institute For Wealth Advisors, Inc, Omni Global Group LTD, Aria Wealth Management, Concert Real Estate Advisors, Inc, Concert Wealth Management, Inc, and Sowell Financial Services, LLC. Elizabeth has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Elizabeth is part of Aria Wealth Management, which operates out of Saratoga, California. The firm has 5 offices and 10 employees. The firm manages assets totaling $194.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Aria Wealth Management includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aria Wealth Management Brokerage Details
$194,326,307
10
649
$299,424
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Elizabeth Luna Work History
Institute For Wealth Advisors, Inc
Aria Wealth Management
Omni Global Group LTD
Concert Wealth Management, Inc
Sowell Financial Services, LLC
Concert Real Estate Advisors, Inc
Disclosures
Please visit the SEC profile of Elizabeth Luna to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aria Wealth Management
Dunwoody, GA
Saratoga, CA
Huntsville, AL
Little Rock, AR
Little Rock, AR
Saratoga, CA
Chowchilla, CA
Saratoga, CA
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