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| Arista Wealth Management LLC
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|---|---|
| CRD # | 141504 |
| SEC # | 801-78190 |
| CIK # | 0001964758 |
| AUM | $1.2 B (2026-04-27) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Phone | 702-309-9970 |
| Address | 8876 Spanish Ridge Avenue Las Vegas, NV 89148 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.7 | ||
| J P Morgan Chase & Co | 13.2 | ||
| Nvidia Corp | 12.8 | ||
| Amazon Com Inc | 10.6 | ||
| Broadcom Inc | 10.5 | ||
| Microsoft Corp | 9.3 | ||
| Gbank Financial Holdings Inc | 9.0 | ||
| Alphabet Inc | 8.4 | ||
| Lilly Eli & Co | 7.0 | ||
| Costco Wholesale Corp /NEW | 7.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Arista Skyline LLC | 2023-11-08 | 5.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 73.2 |
| (b) Individuals (high net worth individuals) | 161 | 907.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 139 | 207.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 14 | 13.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,979 | 1,201.8 |
| By Discretionary | ||
| Discretionary | 1,865 | 1,022.6 |
| Non-Discretionary | 114 | 179.2 |
| Total | 1,979 | 1,201.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,201.8 | |
| Total | 1,979 | 1,201.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964758] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Buchanan Street Partners LP
✚
|
CA | 1.6 |
|
Allen Capital Group LLC
✚
|
NE | 1.5 |
|
AWM Capital LLC
✚
|
AZ | 1.5 |
|
Gibraltar Capital Management Inc
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|
OK | 1.3 |
|
Stansberry Asset Management LLC
✚
|
TX | 1.3 |
|
Hohimer Wealth Management LLC
✚
|
WA | 1.3 |
|
Verity Asset Management Inc
✚
|
NC | 1.2 |
|
Portfolio Strategies Inc NY
✚
|
NJ | 1.0 |
|
Canvas Wealth Advisors LLC
✚
|
KS | 0.9 |
|
Rovin Capital LLC
✚
|
AZ | 0.9 |