Arista Wealth Management, LLC

RIASEC RegisteredEst. 2013

Total AUM

$1.2B

Discretionary

$1B

85% of AUM

Avg account

$607K

Accounts

1,979

Employees

Advisory reps

Firm details

Headquarters: Las Vegas, Nevada
CRD number: 141504
Registered since: June 13, 2013
Website: aristawealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI75.48%
Pension & Profit Sharing Plans17.28%
Individuals6.09%
Insurance Companies1.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Arista Wealth Management, LLC is an independent registered investment adviser formed in 2013 and organized as a limited liability company. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that can source outside managers. Its advisory menu includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of third‑party advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Arista does not identify itself as an active ESG investor. The firm was recognized in Citywire’s 2023 “50 Growers Across America” list.