# Arista Wealth Management, LLC

> Arista Wealth Management, LLC is an SEC-registered investment advisory firm in Las Vegas, NV, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 141504
- Filed as: ARISTA WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Las Vegas, NV
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/141504
- AdvisorCensus page: https://advisorcensus.com/firm/arista-wealth-management-llc-las-vegas-nv-141504

## Quick answers

**How is Arista Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Arista Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Arista Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated April 27, 2026 states: Flat fee: up to $7,500 a year (Defined benefit plan annual maintenance). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Arista Wealth Management, LLC located?**
Arista Wealth Management, LLC's principal office is in Las Vegas, NV, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Arista Wealth Management, LLC registered with the SEC or a state?**
Arista Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 141504.

**How much does Arista Wealth Management, LLC manage?**
Arista Wealth Management, LLC reports $1,201,806,676 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (85% discretionary).

**How have Arista Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Arista Wealth Management, LLC: Regulatory assets under management: $446,067,665 in the October 2021 data and $1,201,806,676 in the October 2026 data, up 169%. Total employees: 9 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Arista Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (216); high net worth individuals (161); pension and profit sharing plans (but not the plan participants or government pension plans) (139).

**Which custodians does Arista Wealth Management, LLC use?**
Arista Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Arista Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/141504

**What changed in Arista Wealth Management, LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 9 to 10.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 27, 2026)

- Minimum annual fee: $5,000

> The new annual minimum fee of $5,000.

- Flat fee: up to $7,500 a year (Defined benefit plan annual maintenance)

> Defined benefit plans may incur additional one-time setup, termination, and annual maintenance fees —each up to $7,500.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,201,806,676
- Discretionary: $1,022,559,073
- Non-discretionary: $179,247,603

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 216 | $73,152,756 |
| High net worth individuals | 161 | $907,085,883 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 139 | $207,697,846 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 14 | $13,870,191 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2013 (13 years)
- Employees: 17 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, FL, GA, ID, LA, NC, NH, NM, NV, NY, OR, TN, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Draper, UT

### Websites listed on Form ADV (Item 1.I)
- aristawealth.com
- Facebook @ARISTAWEALTHMANAGEMENT
- Instagram @aristawealthmanagement
- LinkedIn @arista-wealth-management
- X @ARISTAWEALTH
- YouTube @UCgdjVjcIyCToTie-3rkywfw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $446,067,665 | 9 | August 2, 2021 |
| October 2022 | $523,849,118 | 9 | September 14, 2022 |
| October 2023 | $496,550,178 | 10 | August 2, 2023 |
| October 2024 | $993,217,542 | 14 | September 20, 2024 |
| October 2025 | $1,028,543,710 | 14 | July 14, 2025 |
| October 2026 | $1,201,806,676 | 17 | September 14, 2026 |

Regulatory assets under management: $446,067,665 in the October 2021 data and $1,201,806,676 in the October 2026 data, up 169%.
Total employees: 9 in October 2021 and 17 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 9 to 10.

### April 2026
- Employees performing advisory functions went from 8 to 9.
- Regulatory assets under management went from $1,028,543,710 to $1,201,806,676 (+17%).
- Registered or notice-filed in NH.

### March 2026
- Employees performing advisory functions went from 6 to 8.

### February 2026
- Employees performing advisory functions went from 7 to 6.

### November 2025
- Changed its office addresses in Draper, UT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arista Wealth Management, LLC (CRD 141504): Form ADV filing data as of October 2026.