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, SEC‑registered registered investment adviser organized as an LLC and operating since 2013. The firm serves both individuals/families and institutional clients and positions itself as a capital allocator that can select and place assets with third‑party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting and the selection of other advisers. Compensation mixes percentage of AUM with hourly and fixed‑fee arrangements. The firm does not market itself as an active ESG investor. Citywire recognized Arista in 2023 on its "50 Growers Across America" list.