Investment adviser · CRD 141504
ARISTA WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
LAS VEGAS, NV, United States · Form ADV filed Sep 14, 2026
- Regulatory AUM
- $1.2B Form ADV · Item 5.F
- Client accounts
- 1,979 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 161 | $907,085,883 | 75.5% |
| Retirement plans | 139 | $207,697,846 | 17.3% |
| Individuals | 216 | $73,152,756 | 6.1% |
| Insurance companies | 14 | $13,870,191 | 1.2% |
Filing source
Form ADV 2131756 · Sep 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ARISTA SKYLINE, LLCReal Estate Fund · Last reported Nov 8, 2023$5MGross asset value
Feeder funds
- BAUER & COMPANY
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
BAUER & COMPANY
PCAOB 6072
Fund details & source
- Fund ID
- 805-1615758232
- Reported beneficial owners
- 5
- Minimum commitment
- $50K
Form ADV 1797661 · Nov 8, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
8876 SPANISH RIDGE AVENUE, SUITE 202LAS VEGAS, NV, 89148, United States
CRD 141504
Filing source
Form ADV 2131756 · Sep 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.