James
Decesare

Aria Wealth Management

CRD#4552161
Investment Advisor
in Chowchilla, CA

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About this Advisor

James Decesare is a financial advisor based out of Chowchilla, California with a total of 6 years of relevant experience. Decesare works at Aria Wealth Management. Their career trajectory has included roles at Concert Wealth Management, Inc, Private Client Advisors LLC, Concert Capital Management Inc and Aria Wealth Management, Inc. Decesare holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Aria Wealth Management is an advisory business headquartered in Saratoga, CA. The investment advisory business has offices in five locations and a total of 10 people on staff. It controls $173 million in total assets among its 621 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 621 customer accounts, just 8% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Aria Wealth Management offers a number 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. Fees charged by financial advisors usually vary depending on the type of financial services provided. However, fees billed by Aria Wealth Management likely include some blend of asset-based and hourly fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Chowchilla, CA

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Aria Wealth Management Brokerage Details

Total Assets Under Management

$173,024,394

CA Average: $7,578,581,321
Total Number of Employees

10

CA Average: 43
Total Number of Accounts

621

CA Average: 3,727
Average Account Size

$278,622

CA Average: $2,033,427

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

James Decesare Work History

James has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Aria Wealth Management, Inc

2007 - Present (17 years)

Concert Wealth Management, Inc

2011 - 2014 (3 years)

Private Client Advisors LLC

2011 - 2014 (3 years)

Concert Capital Management 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 James Decesare 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

Lawrence Pizzella
Saratoga, CA
Joseph Lawrence
Huntsville, AL
John Turbeville
Little Rock, AR
Carrie Carr
Little Rock, AR
Charles Mcateer
Saratoga, CA
James Decesare
Chowchilla, CA
Elizabeth Luna
Saratoga, CA
Russell Carlson
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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