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| Arista Wealth Management LLC
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| |
|---|---|
| CRD # | 141504 |
| SEC # | 801-78190 |
| CIK # | 0001964758 |
| AUM | $621.2 MM (2024-07-31) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 702-309-9970 |
| Address | 8876 Spanish Ridge Avenue Las Vegas, NV 89148 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 7.6 | |
| AMZN | 1,092,997.8 | 3.2 | |
| COST | 207,576.9 | 2.8 | |
| MSFT | 1,918,222.4 | 2.7 | |
| GOOGL | 1,475,138.5 | 0.7 | |
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Arista Skyline LLC | 2023-11-08 | 5.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 260 | 286.9 |
| (b) Individuals (high net worth individuals) | 20 | 240.4 |
| (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 | 37 | 27.6 |
| (h) Charitable organizations | 6 | 9.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 20 | 57.2 |
| (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 | 1,364 | 621.2 |
| By Discretionary | ||
| Discretionary | 1,254 | 479.7 |
| Non-Discretionary | 110 | 141.6 |
| Total | 1,364 | 621.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 621.2 | |
| Total | 1,364 | 621.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001964758] |
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|---|---|---|
|
Regis Metro Associates Inc
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|
CA | 0.8 |
|
Gibraltar Capital Management Inc
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OK | 0.8 |
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Portfolio Strategies Inc NY
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Towercrest Capital Management LLC
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Canvas Wealth Advisors LLC
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KS | 0.6 |
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Rovin Capital LLC
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AZ | 0.6 |
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Apex Financial Advisors Inc
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PA | 0.5 |
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Trevian Wealth Management LLC
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MA | 0.5 |
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FCA Corp
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TX | 0.5 |