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ARISTA WEALTH MANAGEMENT, LLC

LAS VEGAS, NV · CRD 141504 · IAPD ↗ · 702-309-9970

$1.20BRegulatory AUM
10Advisory reps
17Employees
0Clients
251-500Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — ARISTA WEALTH MANAGEMENT, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
March 2026 — ARISTA WEALTH MANAGEMENT, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2025 — ARISTA WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2025 — ARISTA WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($993.2M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
69
October 2024 — ARISTA WEALTH MANAGEMENT, LLC reported RAUM up 60% ($621.2M -> $993.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
June 2024 — ARISTA WEALTH MANAGEMENT, LLC notice-filed in FL, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2024 — ARISTA WEALTH MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
March 2024 — ARISTA WEALTH MANAGEMENT, LLC now reports custody of client assets ($257.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2024 — ARISTA WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($496.6M -> $621.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.