Lawrence
Pizzella
Aria Wealth Management
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About this Advisor
Lawrence Pizzella is a financial advisor operating in Saratoga, California who has 6 years of industry experience. Pizzella is an advisor for Aria Wealth Management. Throughout their career, they have worked at Concert Wealth Management, Inc, Concert Capital Management, Legacy Wealth Advisors, Sowell Financial Services, LLC, Aria Wealth Management and Institute For Wealth Management. Pizzella holds a Series 65 license, certifying them as an investment advisor representative, and can work in California. Aria Wealth Management is an advisory company based in Saratoga, CA. The company has offices in five locations and a total of 10 people on staff. It administers $173 million in total assets between its 621 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 621 accounts, just 8% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Aria Wealth Management offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely depend on which services the firm provides the client. However, fee types charged by Aria Wealth Management can include any combination 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
Lawrence Pizzella Work History
Lawrence has been registered as a financial advisor for 6 years.*
Aria Wealth Management
Institute For Wealth Management
Legacy Wealth Advisors
Concert Wealth Management, Inc
Sowell Financial Services, LLC
Concert Capital Management
*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 Lawrence Pizzella 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
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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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