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ARISTA WEALTH MANAGEMENT, LLC
LAS VEGAS, NV
702-309-9970
SEC #801-78190Total AUM
$1.2B
Employees
16Clients
530Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8876 SPANISH RIDGE AVENUE
SUITE 202
LAS VEGAS
NV 89148
United States
SUITE 202
LAS VEGAS
NV 89148
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
702-309-9970
Other Offices
2
Financials
Total AUM
$1.2B
Accounts
1,979Discretionary
$1B
Accounts
1,865Non-Discretionary
$179.2M
Accounts
114
Clients
Individual Clients
216AUM
$73.2M
HNW Individual Clients
161AUM
$907.1M
Pension/Profit Sharing Plan Clients
139AUM
$207.7M
Insurance Company Clients
14AUM
$13.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING (INVESTMENT/NON-INVESTMENT)
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKAZCAFLGAIDLANCNHNMNVNYORTNTXUT
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.