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Building 2ARISTA WEALTH ADVISORS, LTD

Map pinALBANY, NY
Phone518.452.3805
NotebookSEC #801-46380
Total AUM
$182.1M
Employees
4
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
255 WASHINGTON AVENUE EXTENSION
SUITE # 104
ALBANY
NY 12205
United States
Operating Hours
8:30 -5:00
Monday - Friday
Phone
518.452.3805

ReceiptFinancials

Total AUM
$182.1M
Accounts
139
Discretionary
$182M
Accounts
136
Non-Discretionary
$18.3K
Accounts
3

ContactClients

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Individual Clients
59
AUM
$9M
HNW Individual Clients
73
AUM
$160M
Pension/Profit Sharing Plan Clients
7
AUM
$13M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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