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ARISTON SERVICES GROUP, LLC

SAN DIEGO, CA · CRD 146255 · IAPD ↗ · aristonservicesgroup.com · 619-241-2326

$527.0MRegulatory AUM
3Advisory reps
5Employees
0Clients
11-25Planning clients
1Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — ARISTON SERVICES GROUP, LLC now reports custody of client assets ($160.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2026 — ARISTON SERVICES GROUP, LLC crossed $500M in regulatory AUM ($490.8M -> $527.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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