ARIA Wealth Management

Finance · Arkansas, United States · 11-50 Employees

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Overview

Headquarters

650 S Shackleford Rd Ste 400, Little Roc...

Phone Number

(669) 222-1155

Revenue

$6.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1

About ARIA Wealth Management

L&R Investment Management LLC provides proven leadership to the investment committees and board of corporate and municipal retirement plans. Participant directed plans, like 401(k) plans, offer plan sponsors challenges and responsibilities when it comes to investment options. We make sure the investment options available to participants remain in line with objectives. We develop efficient and effective processes for plan sponsors to manage the challenging investment-related issues facing their retirement plans. L&R Investment Management LLC goes beyond traditional screening by not only picking the factors for fund evaluation, but assigning weights, thereby putting more emphasis on what's important to each organization and creating a custom investment fund line-up specific to an organization's goals and objectives. Once an investment strategy is in place, we continually monitor and analyze its ongoing effectiveness. Also, L&R can operate in a 3(21) and/or 3(38) co-fiduciary capacity.Explore more
ARIA Wealth Management's Social MediaPopular SearchesAria Wealth Management IncAria Wealth ManagementAria Financial Group LLCAria Wealth LLCAria Wm IncSIC Code 62,628NAICS Code 52,523Show more

ARIA Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ARIA Wealth Management

$6.6M
11-50
Private
-
2012
GP
Gayle PhillipsClient Manager
<$5M
11-50
Private
-
2019
<$5M
11-50
Private
-
1984
CE
Carissa EberleClient Relationship Manager
<$5M
1-10
Private
-
2004
N/A
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
<$5M
1998
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

ARIA Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

ARIA Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about ARIA Wealth Management.

ARIA Wealth Management Tech Stack

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Frequently Asked Questions Regarding ARIA Wealth Management

What is ARIA Wealth Management's official website?
ARIA Wealth Management's official website is www.ariawealth.com
What is ARIA Wealth Management's Revenue?
ARIA Wealth Management's revenue is $6.6 Million
What is ARIA Wealth Management's SIC code?
ARIA Wealth Management's SIC: 62,628
What is ARIA Wealth Management's NAICS code?
ARIA Wealth Management's NAICS: 52,523
How many employees does ARIA Wealth Management have?
ARIA Wealth Management has 11-50 employees
What industry does ARIA Wealth Management belong to?
ARIA Wealth Management is in the industry of: Finance, Securities Trading
What is ARIA Wealth Management competition?
ARIA Wealth Management top competitors include: Wealth Advisory Services, FRS Capital Management, Constant Guidance Financial, Southbridge Advisors
What technology does ARIA Wealth Management use?
Some of the popular technologies that ARIA Wealth Management uses are: WordPress.org, reCAPTCHA, PHP, MailChimp
How do I contact ARIA Wealth Management?
ARIA Wealth Management contact info: Phone number: (669) 222-1155 Website: www.ariawealth.com
What does ARIA Wealth Management do?

L&R Investment Management LLC provides proven leadership to the investment committees and board of corporate and municipal retirement plans. Participant directed plans, like 401(k) plans, offer plan sponsors challenges and responsibilities when it comes to investment options. We make sure the investment options available to participants remain in l... ine with objectives. We develop efficient and effective processes for plan sponsors to manage the challenging investment-related issues facing their retirement plans. L&R Investment Management LLC goes beyond traditional screening by not only picking the factors for fund evaluation, but assigning weights, thereby putting more emphasis on what's important to each organization and creating a custom investment fund line-up specific to an organization's goals and objectives. Once an investment strategy is in place, we continually monitor and analyze its ongoing effectiveness. Also, L&R can operate in a 3(21) and/or 3(38) co-fiduciary capacity.Read More

What are ARIA Wealth Management social media links?
ARIA Wealth Management Linkedin page ARIA Wealth Management Facebook page
Is ARIA Wealth Management a public company?
ARIA Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about ARIA Wealth Management

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