Joseph Lawrence
ARIA Wealth Management · Huntsville, Alabama
Joseph Lawrence is a fee-only financial advisor at ARIA Wealth Management in Huntsville, Alabama. Joseph focuses on retirement planning, estate & legacy planning and tax planning. ARIA Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Tech employees
- Mid-life transitions
- Divorced individuals
Facts
| Firm | ARIA Wealth Management |
|---|---|
| Based in | Huntsville, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $130.0M across 570 accounts |
| SEC registration | Investment adviser representative in AL, TX · CRD 2457893 |
| Exams passed | Series 63 (1994) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.ariawm.com |
| Profile |
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Questions about Joseph
Is Joseph Lawrence a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and ARIA Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, ARIA Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Joseph Lawrence based?
Joseph Lawrence is based in Huntsville, Alabama.
What does Joseph specialize in?
Joseph's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and family wealth transfer. Joseph works with retirees, pre-retirees, tech employees, mid-life transitions and divorced individuals.
Is Joseph Lawrence registered with the SEC?
Yes. Joseph Lawrence is registered as an investment adviser representative in AL and TX (CRD 2457893), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ARIA Wealth Management manage?
ARIA Wealth Management reports $130.0M across 570 accounts in assets under management.
How do I contact Joseph Lawrence?
Through Joseph's website, www.ariawm.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 Management 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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