Elizabeth
Luna
Aria Wealth Management
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About this Advisor
Elizabeth Luna is a financial advisor operating out of Saratoga, California who has 6 years of industry experience. Luna is on the advisory team at Aria Wealth Management. Their career trajectory has included roles at Sowell Financial Services, LLC, Institute For Wealth Advisors, Inc, Concert Capital Management, Inc, Private Client Advisors, LLC, Omni Global Group LTD, Aria Wealth Management, Concert Real Estate Advisors, Inc and Concert Wealth Management, Inc. Luna has a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in California. Aria Wealth Management is a company operating out of Saratoga, CA. The firm has offices in five locations and a total of 10 people on staff. It oversees $173 million in total assets between its 621 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 621 accounts, just 8% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically are based on which services are provided. However, fee types billed by Aria Wealth Management can include any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aria Wealth Management Brokerage Details
$173,024,394
10
621
$278,622
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
Elizabeth has been registered as a financial advisor for 6 years.*
Institute For Wealth Advisors, Inc
Aria Wealth Management
Omni Global Group LTD
Concert Wealth Management, Inc
Sowell Financial Services, LLC
Concert Capital Management, Inc
Private Client Advisors, LLC
Concert Real Estate Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Saratoga, CA
Huntsville, AL
Little Rock, AR
Little Rock, AR
Saratoga, CA
Chowchilla, CA
Saratoga, CA
Dunwoody, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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