Arista Wealth Management is an investment advisor in Las Vegas with $496.55 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
205148461
SEC advisor number
801-78190
FINRA CRD number
141504
AUM ?
$993.22 mm
(as of 20 Sep 24)
Accounts
1,628
(as of 20 Sep 24)
Employees
14
(7 investment advisory or research)
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Aug 24
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23