RIA Intel›Advisers›Nevada›ARISTA WEALTH MANAGEMENT, LLC

ARISTA WEALTH MANAGEMENT, LLC

Advisory

N·LAS VEGAS, NV

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$1.2B

1-Year AUM Growth

+65.6%

3-Year CAGR

+25.0%

Employees

9

Assets Under Management

Total AUM$1.2B

Discretionary AUM$1.0B

Non-Discretionary AUM$179M

Discretionary %85.1%

Total Clients437

Team

Total Employees9

Investment Advisers16

Employee Growth (1Y)-14.3%

Filing History

Total Filings on Record77

First FilingAug 8, 2006

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 77 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ARISTA WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.