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Principal/cco · Aria Wealth Partners

Caitlin S. Borland

CRD 5710459 · Named on Form ADV at one SEC-registered adviser

At a glance

Aria Wealth Partners, an SEC-registered wealth manager based in Charlottesville, VA with $112 million in regulatory assets, lists Caitlin S. Borland on its Form ADV as Principal/cco, a control person.

Firms and roles

  • Aria Wealth PartnersPrincipal/ccoWealth manager · Charlottesville, VA · $112M in regulatory assets

AtlasMembers

Caitlin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Caitlin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.