Wealth manager, independent · LAS Vegas, NV
Arista Wealth Management, LLC
SEC-registered investment adviser · CRD 141504 · SEC 801-78190
At a glance
Arista Wealth Management, LLC is an SEC-registered investment adviser based in LAS Vegas, Nevada, with $1.2B in regulatory assets under management as of its Form ADV filed September 14, 2026. It reports 377 individual clients, 161 of them high-net-worth, holding an average of about $2.6 million each, and 17 employees. That ranks it 912th among the nation’s 5,657 independent wealth management RIAs and 4th of 31 in Nevada. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Main office 702-309-9970aristawealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among independent wealth managers
- #912 of 5,657
- Rank among all SEC RIAs
- #4,849 of 17,210
- Rank in Nevada
- #4 of 31
- Individual clients
- 377
- High-net-worth clients
- 161
- Accounts
- 1,979
- Discretionary
- 85% of AUM
- Employees
- 17
- Advisory staff
- 10
- Offices
- 3
Owners and executives on its Form ADV
- Paul L. MoffatPresident
- Trevor W. HootonChief Compliance Officer/director of Operations
Custody and brokerage
Broker-dealer
No broker-dealer ties
Arista Wealth Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 161 | $907M | 75% |
| Pension and profit sharing plans | 139 | $208M | 17% |
| Individuals | 216 | $73M | 6% |
| Insurance companies | 14 | $14M | 1% |
Disciplinary disclosures
Arista Wealth Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗aristawealth.com ↗
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- Assets, accounts, clients and staff, ten years of filings
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- 2 namedLocked
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Nevada
All of Nevada →| Firm | Regulatory AUM | Clients |
|---|---|---|
| The Ameriflex GroupLAS Vegas | $9.7B | 15,724 |
| Belpointe Asset Management LLCReno | $7.6B | 7,321 |
| The Investment Counsel CompanyLAS Vegas | $2.2B | 401 |
Background
Questions
How much does Arista Wealth Management, LLC manage?
Arista Wealth Management, LLC reports $1.2B in regulatory assets under management across 1,979 accounts, 85% of it on a discretionary basis, on its Form ADV filed September 14, 2026.
How many clients does Arista Wealth Management, LLC have?
It reports 377 individual clients: 161 high-net-worth individuals and 216 other individuals. Individuals account for about 82% of its regulatory assets.
Where is Arista Wealth Management, LLC headquartered?
Its main office is in LAS Vegas, Nevada. It reports 3 offices in total and 17 employees, 10 of whom perform investment advisory functions.
How does Arista Wealth Management, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Arista Wealth Management, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed September 14, 2026, it reports these amounts held: Fidelity ($718M); Charles Schwab ($358M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Arista Wealth Management, LLC a hybrid RIA with a broker-dealer?
Arista Wealth Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Arista Wealth Management, LLC a fiduciary?
As an SEC-registered investment adviser, Arista Wealth Management, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Arista Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-14), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →