Alia Wealth Partners
Alia Wealth Partners is a boutique Memphis-based wealth management firm offering financial planning, investment management, retirement, estate, and insurance planning to individuals, families, and small business owners across 18 states via LPL Financial's platform.
- Company typePrivate
- Founded2005
- HeadquartersGermantown, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Alia Wealth Partners does
Alia Wealth Partners is a boutique wealth management firm headquartered in Germantown, Tennessee (Memphis metro area), providing comprehensive financial planning, investment management, retirement planning, estate planning, tax planning, and insurance planning to individuals, families, small business owners, and adult children managing aging parents. Originally founded as Veesart Financial in 2005 by Steve Veesart, the firm was rebranded to Alia Wealth Partners upon his retirement by current owner Lindsey D. Rhea, a CFP professional with Series 7, 66, and 24 registrations plus insurance licenses, supported by Director of Client Experience Phyllis P. Gay.
The firm's technology stack is built on LPL Financial's broker-dealer, corporate RIA, and custodial platforms — a partnership established in 2021 that provides access to the largest U.S. independent broker-dealer's $1T+ infrastructure — supplemented by RightCapital for client-facing financial planning. Operations are deliberately relationship-led, structured around a five-phase investment process (Understand Expectations, Develop Strategy, Analyze Alternatives, Review Options, Assess Progress) and 60-90 minute complimentary initial consultations, with multi-state registration enabling service across 18 states.
Alia generates revenue from fee-based advisory services (recurring) and securities transaction commissions (transactional) routed through LPL Financial. The go-to-market combines relationship-driven direct advisory work with content marketing (blog, free four-lesson financial literacy course, webinars, email), earned media, and Memphis civic engagement. A secondary motion recruits licensed financial advisors seeking independence or succession plans, leveraging LPL's compliance, technology, and brand resources to position Alia as a hosting practice — an emerging growth lever beyond the firm's traditional retail HNW client base.
Alia Wealth Partners firmographics
Firmographics- Name
- Alia Wealth Partners
- Legal name
- Alia Wealth Partners
- Website
- https://aliawealth.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Alia Wealth Partners is a boutique Memphis-based wealth management firm offering financial planning, investment management, retirement, estate, and insurance planning to individuals, families, and small business owners across 18 states via LPL Financial's platform.
- Ownership category
- akta.pro rank
Alia Wealth Partners industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where Alia Wealth Partners is headquartered
LocationHeadquarters
- HQ city
- Germantown
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Alia Wealth Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory Fees: Fee-based advisory services for comprehensive financial planning, investment management, retirement planning, estate planning, and insurance planning. Services offered through LPL Financial registered investment advisor platform.
- Securities Transaction Commissions: Commissions on securities transactions executed through LPL Financial broker-dealer platform
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | One time | Complimentary initial consultation |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Alia Wealth Partners product offering
Product offeringCore offering
Alia Wealth Partners is a boutique Memphis-area wealth advisory firm providing comprehensive financial planning, investment management, retirement planning, estate planning, insurance planning, and tax planning services to individuals, families, and small business owners. The firm uses a five-phase investment process (Understand Expectations, Develop Strategy, Analyze Alternatives, Review Options, Assess Progress) delivered through LPL Financial's custodial and broker-dealer platform.
Product overview
Alia Wealth Partners is a boutique financial advisory firm offering comprehensive wealth management services. Their core offerings include financial planning and advisory services, investment management, and insurance planning. The firm employs a five-phase investment process to build and maintain comprehensive investment plans aligned with client objectives. Additionally, they provide a complimentary financial literacy course with four lessons covering investment basics, and regularly publish educational blog content on various financial topics.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning & Advisory Services
Quantifiable outcome
- 70% of those who work with a financial advisor are on track or ahead in saving for retirement, compared to 33% of those who don't use an advisor
Companies that use Alia Wealth Partners
Customer profileNamed customers4 records
Segments5 records
Ideal customer profiles3 records
Alia Wealth Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature1 record
Alia Wealth Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- LPL FinancialcoreLPL Financial provides industry-leading technology solutions, marketing tools including webinars, weekly market commentary, and top research. Alia leverages LPL's technology infrastructure for client account management and compliance support.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Alia Wealth Partners competitors and assessment
Company assessmentEmerging players
- Betterment: Leading robo-advisor and digital wealth management platform offering automated investment management and financial planning. Represents the disruptive digital-first model that competes with boutique RIAs on price and accessibility, particularly for younger clients.
Broad incumbents
- Carson Group: Wealth management firm that supports independent advisors through coaching, technology, and back-office services. Comparable to Alia's advisor-recruitment arm but at much larger scale, offering similar succession and independence solutions to advisors.
- Edelman Financial Engines: Large national RIA combining advisor-led planning with a digital advice platform. Comparable as an integrated planning-and-investment model serving a broad affluent base, though with much larger scale and a digital component Alia lacks.
- Creative Planning: Large, multi-billion-dollar RIA offering comprehensive wealth management, tax, and estate planning. Comparable in service breadth to Alia but operates at vastly greater scale, often cited as a benchmark for high-net-worth advisory platforms.
- Mariner Wealth Advisors: Independent RIA serving ultra-high-net-worth and high-net-worth clients with comprehensive financial planning. Compares to Alia via the comprehensive planning approach but operates nationally with significantly more advisors and AUM.
Direct peers
- Buckingham Strategic Wealth: Independent RIA providing comprehensive financial planning, investment management, and tax services to individuals and families. Closely comparable in business model, target client, and service mix, with similar use of advisor-support platforms.
- Moneta Group: Independent, fee-only RIA providing comprehensive financial planning, investment management, and tax services. Comparable in client-centric planning model and service depth, with a similar LPL-adjacent, advisor-led operating philosophy.
- Ronald Blue Trust: Faith-based RIA offering comprehensive wealth management including investment, estate, and charitable planning for high-net-worth households. Direct peer in service breadth and planning-led approach to affluent families.
Others
- LPL Financial: Largest U.S. independent broker-dealer providing custodial, compliance, and technology infrastructure to RIAs including Alia. Included as a critical platform/ecosystem partner rather than a competitor; Alia's economics and service capabilities are tightly linked to LPL's roadmap.
Regional players
- Halbert Hargrove: West Coast-based boutique RIA offering comprehensive financial planning and investment management to high-net-worth households. Comparable as a relationship-led boutique with similar service breadth but operates in a different regional market.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Alia Wealth Partners social profiles
Digital presenceAlia Wealth Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Alia Wealth Partners leadership team
Management profileNumber of profiles
Profiles2 records
Alia Wealth Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Alia Wealth Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Alia Wealth Partners
What does Alia Wealth Partners do?
Alia Wealth Partners is a boutique Memphis-area wealth advisory firm providing comprehensive financial planning, investment management, retirement planning, estate planning, insurance planning, and tax planning services to individuals, families, and small business owners. The firm uses a five-phase investment process (Understand Expectations, Develop Strategy, Analyze Alternatives, Review Options, Assess Progress) delivered through LPL Financial's custodial and broker-dealer platform.
Is Alia Wealth Partners a public or private company?
Alia Wealth Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Alia Wealth Partners founded?
Alia Wealth Partners was founded in 2005. It employs 1 to 10 people.
Where is Alia Wealth Partners based?
Alia Wealth Partners is headquartered in Germantown, United States, in the North America region.
How does Alia Wealth Partners make money?
Two revenue lines are on record. Financial Advisory Fees are the primary driver. The others are securities Transaction Commissions.
Who are Alia Wealth Partners's main competitors?
Betterment is listed as an emerging player. Broad incumbents are Carson Group, Edelman Financial Engines, Creative Planning and Mariner Wealth Advisors. Direct peers are Buckingham Strategic Wealth, Moneta Group and Ronald Blue Trust. LPL Financial is listed as an others. Halbert Hargrove is listed as a regional player.
Does Alia Wealth Partners have an API?
No public API is recorded for Alia Wealth Partners.
What industry is Alia Wealth Partners in?
Alia Wealth Partners's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.