8876 Spanish Ridge Avenue
Suite 202
Las Vegas, Nevada 89148
Tel: 702-309-9970
ARISTA WEALTH MANAGEMENT, LLC, formally registered with the SEC as ARISTA WEALTH MANAGEMENT, LLC. The firm was established in 06/13/2013. They have over 2 offices throughout the country.
ARISTA WEALTH MANAGEMENT, LLC is a Las Vegas, Nevada based Financial Planning firm with nearly $496,550,178 assets under management, offering retirement planning & investment advisory services to 1202 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 141504 |
SEC# | 801-78190 |
Assets Managed by Firm | $496,550,178 |
No. of Clients | 1202 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1202 | $496,550,178 |
Individuals (other than high net worth individuals) | 258 | $173,703,673 |
High net worth individuals | 14 | $220,336,773 |
Pension and profit sharing plans | 37 | $22,081,197 |
Charitable organizations | 6 | $8,577,655 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$21,495,960,000 | 30 | 5 | |
$16,666,770,589 | 127 | 8 | |
$6,107,388,811 | 106443 | 26 | |
$3,855,302,523 | 16063 | 226 | |
$3,423,013,375 | 6588 | 85 |
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