Arista Wealth Management, LLC
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
FINTRXOverview
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.”
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities24%
- Cash & Cash Equivalents4%
- US Government Bonds2%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$576M in ETFs
61%
$351M
38%
$225M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $114M | 2,168,710 | 19.71% |
Location
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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