Caitlin Borland
Aria Wealth Partners · Charlottesville, Virginia
Caitlin Borland is a fee-only financial advisor at Aria Wealth Partners in Charlottesville, Virginia. Caitlin charges a percentage of assets.
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Who they serve
- Retirees
- Divorced individuals
- Early-career professionals
Facts
| Firm | Aria Wealth Partners |
|---|---|
| Based in | Charlottesville, Virginia |
| Fee model | Percentage of assets |
| Assets under management | $112.3M across 314 accounts |
| SEC registration | Investment adviser representative in VA · CRD 5710459 |
| Exams passed | Series 63 (2009) · Series 66 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.ariawealthpartners.com |
| Profile |
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Questions about Caitlin
Is Caitlin Borland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caitlin holds no broker registration, and Aria Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caitlin charge for financial advice?
Caitlin charges a percentage of assets.
Where is Caitlin Borland based?
Caitlin Borland is based in Charlottesville, Virginia.
Is Caitlin Borland registered with the SEC?
Yes. Caitlin Borland is registered as an investment adviser representative in VA (CRD 5710459), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aria Wealth Partners manage?
Aria Wealth Partners reports $112.3M across 314 accounts in assets under management.
How do I contact Caitlin Borland?
Through Caitlin's website, www.ariawealthpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Aria Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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