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ARISTA WEALTH MANAGEMENT, LLC
CRD 141504 · SEC 801-78190
8876 SPANISH RIDGE AVENUE, SUITE 202, LAS VEGAS, NV, 89148, United States
Phone
702-309-9970
Fax
702-974-0710
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.20B
Discretionary AUM
$1.02B
Team
16 total employees; 9 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING (INVESTMENT/NON-INVESTMENT)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 216 | $73.2M |
| High net worth individuals | 161 | $907.1M |
| Pension/profit sharing plans | 139 | $207.7M |
| Insurance companies | 14 | $13.9M |
States served
AK, AZ, CA, GA, ID, LA, NV, NM, NY, NC, OR, TN, UT, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD