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Est. 2026The front page of wealth managementNew York

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Trustee · Arista Wealth Management, LLC

Kathryn L. Moffat

CRD 5198901 · Named on Form ADV at one SEC-registered adviser

At a glance

Arista Wealth Management, LLC, an SEC-registered wealth manager based in LAS Vegas, NV with $1.2 billion in regulatory assets, lists Kathryn L. Moffat on its Form ADV as Trustee, a control person.

Firms and roles

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Kathryn’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kathryn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.