Arista Wealth Management, LLC

Overview

Arista Wealth Management, LLC is an SEC registered investment adviser based in Las Vegas, NV, registered since 2013. It reports $1.2B in assets under management across 1,979 accounts, with 17 employees. It has 11 investment adviser representatives.

Reported AUM

$1.2B

Discretionary

85%

Accounts

1,979

Average account

$607K

Employees

17

Advisory reps

11

Registered since

2013

Jurisdictions

16

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Insurance Companies
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Paul Lawrence Moffat President CRD 3181634
• Trevor William Hooton Chief Compliance Officer, Director of Operations CRD 8041216

Advisory reps 3 of 11

• Lisa Mary Bacon-Soiberg Investment Adviser Rep CRD 2259124
• Benson Boyd Blake Investment Adviser Rep CRD 6719572
• Matthew Charles Burbank Investment Adviser Rep CRD 6921297

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

8876 Spanish Ridge Ave Ste 202
Las Vegas, NV 89148

County

Clark

Metro area

Las Vegas-Henderson-Paradise, NV

Region

West

Registrations

• SEC registered
• Registered in 16 jurisdictions
• Website: aristawealth.com

Every state, with registration dates

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