Elizabeth Nmn Luna
Investment adviser representative at Aria Wealth Management
20 yearsExperience
1 stateRegistered in
$130MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Aria Wealth ManagementSep 2017 to now
- Institute for Wealth Advisors, Inc.Feb 2017 to now
- Omni Global Group Ltd.Jan 2011 to now
- Concert Wealth Management, Inc.Jul 2006 to now
- Sowell Financial Services, LLCSep 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Aria Wealth Management
Legal name: Aria Wealth Management, Inc.
$130MAssets managed
249Clients
6Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5198499
- Firm CRD
- 288450