Arista Wealth Management, LLC

RIASEC RegisteredEst. 2013
Total AUM
$1.2B
Discretionary
$1B
85% of AUM
Avg account
$607K
Accounts
1,979
Employees
17
Advisory reps
12

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 that has been SEC-registered since 2013 and operates as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutions, plus pension consulting and manager selection services. Its billing model includes AUM-based fees alongside hourly and fixed-fee arrangements. Arista identifies as a non-ESG active investor and lists relationships with other advisory firms and an insurance company as industry affiliations. The firm was recognized in Citywire’s 2023 "50 Growers Across America" list.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 68%, Exchange Traded Equities 24%, Cash & Cash Equivalents 4%, US Government Bonds 2%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%68%
  • Public Funds/Mutual Funds68%
  • Exchange Traded Equities24%
  • Cash & Cash Equivalents4%
  • US Government Bonds2%
  • State & Local Bonds1%

Contacts

3 of 12
  • Todd Quinn

    Todd Quinn

    VP, Senior Financial PlannerCRD 4254170

  • Jordan Naffa

    Jordan Naffa

    Director of Financial PlanningCRD 6534732

  • Paul Moffat

    Paul Moffat

    President, Senior Financial PlannerCRD 3181634

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 81

Active vs passive

$646M in ETFs

Passive

54%

$349M

Active

45%

$297M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU)DimensionalActiveLarge Blend$109M2,104,78516.84%
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Location

Primary office

Las Vegas, NV

Clark

Location

Las Vegas, NV

Headquartered in Las Vegas, NV, anchoring the Las Vegas-Henderson, NV metro in the West.

Metro area
Las Vegas-Henderson, NV
Region
West
County
Clark
Address
8876 Spanish Ridge Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth