ARISTA WEALTH MANAGEMENT, LLC

8876 Spanish Ridge Avenue
Suite 202
Las Vegas, Nevada 89148
Tel: 702-309-9970

About ARISTA WEALTH MANAGEMENT, LLC

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 3 offices throughout the country.

ARISTA WEALTH MANAGEMENT, LLC is a Las Vegas, Nevada based Financial Planning firm with nearly $993,217,542 assets under management, offering retirement planning & investment advisory services to 1628 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141504
SEC#	801-78190
Assets Managed by Firm	$993,217,542
No. of Clients	1628
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING (INVESTMENT/NON-INVESTMENT))

Firm Client Information

	No. of Clients	AUM
Firm Total	1628	$993,217,542
Individuals (other than high net worth individuals)	114	$259,472,047
High net worth individuals	134	$470,833,154
Pension and profit sharing plans	150	$187,498,347
Charitable organizations	10	$10,762,363
Corporations or other businesses	17	$64,651,631

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