|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Arista Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 141504 |
| SEC # | 801-78190 |
| CIK # | 0001964758 |
| AUM | $1.0 B (2025-07-14) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 702-309-9970 |
| Address | 8876 Spanish Ridge Avenue Las Vegas, NV 89148 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.9 | ||
| Microsoft Corp | 11.7 | ||
| J P Morgan Chase & Co | 11.4 | ||
| Gbank Financial Holdings Inc | 10.5 | ||
| Nvidia Corp | 10.1 | ||
| Amazon Com Inc | 9.7 | ||
| Broadcom Inc | 7.5 | ||
| Costco Wholesale Corp /NEW | 7.1 | ||
| Alphabet Inc | 4.8 | ||
| Lilly Eli & Co | 4.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Arista Skyline LLC | 2023-11-08 | 5.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 292.1 |
| (b) Individuals (high net worth individuals) | 134 | 469.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 143 | 190.2 |
| (h) Charitable organizations | 10 | 10.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 17 | 65.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,883 | 1,028.5 |
| By Discretionary | ||
| Discretionary | 1,880 | 836.2 |
| Non-Discretionary | 3 | 192.4 |
| Total | 1,883 | 1,028.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,028.5 | |
| Total | 1,883 | 1,028.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001964758] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Allen Capital Group LLC
✚
|
NE | 1.2 |
|
TRB Wealth Management LLC
✚
|
TX | 1.2 |
|
Verity Asset Management Inc
✚
|
NC | 1.0 |
|
Hohimer Wealth Management LLC
✚
|
WA | 1.0 |
|
Portfolio Strategies Inc NY
✚
|
NJ | 0.9 |
|
Gibraltar Capital Management Inc
✚
|
OK | 0.8 |
|
Westwind Capital
✚
|
NM | 0.7 |
|
Canvas Wealth Advisors LLC
✚
|
KS | 0.7 |
|
Rovin Capital LLC
✚
|
AZ | 0.7 |
|
Towercrest Capital Management LLC
✚
|
PA | 0.7 |