ARISTA WEALTH MANAGEMENT, LLC
Latest filing: May 01, 2025 (48 days ago)
AUM
$1,028,543,710
66% change vs. 1 year ago
96% change vs. 3 years ago
207% change vs. 5 years ago
321% change vs. 10 years ago
Employee Count
14
56% change vs. 1 year ago
100% change vs. 3 years ago
100% change vs. 5 years ago
56% change vs. 10 years ago
Main Office
LAS VEGAS, NV
8876 SPANISH RIDGE AVENUE, LAS VEGAS, NV, UNITED STATES, 89148
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.8 |
| Non-Discretionary | $0.2 |
| Total | $1.0 |
| Client | AUM |
|---|---|
| Retail | $0.8 |
| Pooled | $0.0 |
| Institutional | $0.3 |
| Total | $1.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 133 | $0.3 |
| Average Individual AUM | $2,196,273 | |
| HNW | 134 | $0.5 |
| Average HNW AUM | $3,506,356 | |
| Retail Total | 267 | $0.8 |
| Average Retail AUM | $2,853,768 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.4 |
| PCS RETIREMENT LLC | BEAVERTON-OR-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.0 |
| Retail SMA AUM | $0.8 |
| Institutional SMA AUM | $0.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 49% | $0.5 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 7% | $0.1 |
| Municipal | 10% | $0.1 |
| Sovereign | 0% | $0.0 |
| IG Credit | 8% | $0.1 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 15% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 11% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $1.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| ARISTA REAL ESTATE MANAGER, LLC | $0.0 | 329810 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
7 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JORDAN NAFFA | LAS VEGAS | NV | S65|2016-02-12|S63|2015-10-05 | CERTIFIED FINANCIAL PLANNER | |||||
| LISA BACON-SOIBERG | LAS VEGAS | NV | S63|1996-05-20 | ||||||
| ZACHARY TAYLOR | LAS VEGAS | NV | S65|2020-05-28|S63|2021-06-24 | CERTIFIED FINANCIAL PLANNER | |||||
| BRIAN KOFOED | LAS VEGAS | NV | S63|2007-10-19|S66|2009-02-03 | CERTIFIED FINANCIAL PLANNER | |||||
| PRESTON PUGMIRE | LAS VEGAS | NV | S65|2022-07-22 | ||||||
| PAUL MOFFAT | LAS VEGAS | NV | S66|1999-04-05 | ||||||
| JAY CALL | LAS VEGAS | NV | S63|2022-03-22|S65|2022-05-09 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.0 | $0.0 | 0% | 14 | 0 | 0% |
| 2025-04-21 | $1.0 | $0.0 | 0% | 13 | 1 | 8% |
| 2024-04-02 | $0.6 | $0.4 | 66% | 9 | 5 | 56% |
| 2023-04-04 | $0.5 | $0.5 | 107% | 10 | 4 | 40% |
| 2022-04-01 | $0.5 | $0.5 | 96% | 7 | 7 | 100% |
| 2021-04-05 | $0.4 | $0.6 | 131% | 10 | 4 | 40% |
| 2020-04-01 | $0.3 | $0.7 | 207% | 7 | 7 | 100% |
| 2019-04-01 | $0.2 | $0.8 | 317% | 8 | 6 | 75% |
| 2018-04-02 | $0.5 | $0.5 | 95% | 13 | 1 | 8% |
| 2017-04-01 | $0.5 | $0.5 | 102% | 10 | 4 | 40% |
| 2016-04-01 | $0.3 | $0.8 | 270% | 10 | 4 | 40% |
| 2015-04-01 | $0.2 | $0.8 | 321% | 9 | 5 | 56% |
| 2014-04-01 | $0.2 | $0.9 | 519% | 4 | 10 | 250% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NV, AK-02/01/2019, AZ-06/13/2013, CA-03/07/2014, FL-05/06/2024, GA-10/25/2016, ID-10/16/2020, LA-11/18/2019, NC-03/23/2023, NM-02/09/2022, NV-06/13/2013, NY-03/21/2017, OR-03/28/2018, TN-05/06/2024, TX-03/07/2014, UT-03/07/2014 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV