President · Arista Wealth Management, LLC
Paul L. Moffat
CRD 3181634 · 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 Paul L. Moffat on its Form ADV as President, a control person.
Firms and roles
- Arista Wealth Management, LLCPresidentWealth manager · LAS Vegas, NV · $1.2B in regulatory assets
AtlasMembers
Paul’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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- Search and export owners by title, state and firm size
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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
- Trevor W. HootonChief Compliance Officer/director of Operations, Arista Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.