Arista Wealth Management, LLC

RIASEC Registered

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 organized as an LLC. The firm has been SEC-registered since 2013. It serves both individual and family clients as well as institutional clients, and acts as a capital allocator that selects third-party managers when appropriate. Core advisory services listed include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor. Arista was recognized by Citywire in 2023 as one of the “50 Growers Across America.”