Arista Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Arista Wealth Management reports 530 clients. They include 216 individual clients, 161 high-net-worth individuals, and 139 pension and profit-sharing plans. Of its assets, 85.1% ($1.02B across 1,865 accounts) are managed with discretion; $179M across 114 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 41% | 6% |
| High-net-worth individuals | 30% | 75% |
| Pension and profit-sharing plans | 26% | 17% |
| Insurance companies | 3% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 216 | $73.2M | 6.1% | $339K |
| High-net-worth individuals | 161 | $907M | 75.5% | $5.63M |
| Pension and profit-sharing plans | 139 | $208M | 17.3% | $1.49M |
| Insurance companies | 14 | $13.9M | 1.2% | $991K |
| Total | 530 | $1.2B | 100% | $2.27M |
- Clients
- 216
- Regulatory AUM
- $73.2M
- AUM share
- 6.1%
- Avg. per client
- $339K
- Clients
- 161
- Regulatory AUM
- $907M
- AUM share
- 75.5%
- Avg. per client
- $5.63M
- Clients
- 139
- Regulatory AUM
- $208M
- AUM share
- 17.3%
- Avg. per client
- $1.49M
- Clients
- 14
- Regulatory AUM
- $13.9M
- AUM share
- 1.2%
- Avg. per client
- $991K
Total
- Clients
- 530
- Regulatory AUM
- $1.2B
- AUM share
- 100%
- Avg. per client
- $2.27M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Arista Wealth Management charges up to 2.00% a year for its Investment Management Fees. The fee is billed in advance or in arrears, is negotiable and has a $5,000 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Retirement Planning Services
- Retirement planning is a flat fee of $750 to $10,000, or an asset-based fee not exceeding 1.50% a year.
- Wealth Consulting and Financial Planning
- Consulting and financial planning fees are negotiable, set as a percentage of assets or a fixed retainer based on the services.
Starcrest Trust owns 75% or more of Arista Wealth Management. The leadership team of Arista Wealth Management includes President Paul Moffat and Chief Compliance Officer Trevor Hooton. It has 17 employees, 10 of them in advisory roles.
Leadership
- Paul MoffatPresident
- Trevor HootonChief Compliance Officer/Director of Operations
Investment adviser representatives
11 representatives listed in the SEC register as of 9 October 2026.
- Lisa Mary Bacon-Soiberg
- Benson Boyd Blake
- Matthew Charles Burbank
- Jay Laurence Call
- Jacob Cache Carr
- Chandler Craig McKnight
- Trevin Meredith
- Paul Lawrence Moffat
- Jordan Naffa
- Jacob Olaveson
- Todd Donaldson Quinn
Staff
- 17 employees
- 10 in advisory functions
- 10 state-registered reps
- 2 insurance agents
- Owns 75% or more of Arista Wealth Management, LLC
Starcrest Trust
Control person · since July 2006
Paul Moffat
Trustee · Control person · since July 2006
Kathryn Moffat
Trustee · Control person · since July 2006
Arista Wealth Management’s regulatory assets grew 2.7× from $446M (July 2021) to $1.2B (September 2026); clients rose from 143 to 530 and employees from 10 to 17.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.2B | 530 | 17 | 3 |
| July 2025 | $1.03B | 437 | 14 | 3 |
| July 2024 | $621M | 343 | 14 | 3 |
| August 2023 | $497M | 348 | 10 | 2 |
| June 2022 | $524M | 338 | 8 | 1 |
| July 2021 | $446M | 143 | 10 | 1 |
Besides its headquarters, Arista Wealth Management has 2 offices (1 private residence, listed without an address), with 2 listed addresses in Nevada and Utah.
Nevada · 1 listed address
- 8876 Spanish Ridge Avenue, Suite 202, Las VegasHQ
Utah · 1 listed address
- 527 East Pioneer Road, Draper
Contact and registration details
- Legal name
- Arista Wealth Management, LLC
- Headquarters
- 8876 Spanish Ridge Avenue, Suite 202, Las Vegas, NV 89148
- Website
- aristawealth.com
- Phone
- 702-309-9970
- @arista-wealth-management
- SEC file
- 801-78190
- Founded
- 2006
- Structure
- Nevada LLC
- Fiscal year end
- December
Arista Wealth Management uses Fidelity ($718M, 67%) and Charles Schwab ($358M, 33%) as custodians for its separately managed accounts. Arista Wealth Management has custody of $185M in client assets for 155 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $358M33%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $718M67%
At year end, Arista Wealth Management’s separately managed accounts were mostly in funds (68%) and stocks (24%). Its reported 13F holdings for the quarter ended 30 June 2026 total $927M across 266 positions; the largest are Dimensional ETF Trust (11.7%), Vanguard Admiral Fds Inc. (9.4%) and Dimensional ETF Trust (9.0%).
What the accounts hold
- Stocks24%
- Funds68%
- Bonds4%
- U.S. government and agency bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash4%
Reported 13F holdings
- $927M
- Reported 13F value
- 266
- Positions
- 55.0%
- In the 10 largest
- +12.8%
- Value vs. prior quarter
- Dimensional ETF Trust · US Core EQT Mkt11.7%
- Vanguard Admiral Fds Inc. · 500 Grth Idx F9.4%
- Dimensional ETF Trust · US Small Cap ETF9.0%
- Vanguard Scottsdale Fds · Int-term Corp.5.5%
- Dimensional ETF Trust · Intl Core EQT MK4.8%
- Vanguard Scottsdale Fds · Short Term Treas3.9%
- Vanguard Scottsdale Fds · Inter Term Treas3.0%
- Dimensional ETF Trust · Emgr Cre EQT Mng2.8%
- Vanguard Index Fds · Growth ETF2.7%
- Apple Inc.2.2%
Together, the ten largest are 55.0% of reported value.
How many clients does Arista Wealth Management have?
Arista Wealth Management has 530 clients and manages $1.2 billion for them, as of September 2026. They include 216 individual clients, 161 high-net-worth individuals, and 139 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026
What services does Arista Wealth Management offer?
Arista Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Arista Wealth Management charge?
Arista Wealth Management charges up to 2.00% a year for its Investment Management Fees. The fee is billed in advance or in arrears, is negotiable and has a $5,000 annual minimum.
Source: ADV PART 2A, filed 27 April 2026
Which custodians does Arista Wealth Management use?
Arista Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $718M and Charles Schwab & Co., Inc. (Westlake, TX), with $358M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026
How many financial advisors does Arista Wealth Management have?
Arista Wealth Management has 10 investment adviser representatives registered with state securities authorities, out of 17 employees, and 10 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Arista Wealth Management invest in?
At the end of its last fiscal year, Arista Wealth Management’s separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 4% cash and equivalents, 2% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Arista Wealth Management?
Arista Wealth Management’s direct owner is Starcrest Trust (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026
How does Arista Wealth Management get paid?
Arista Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Arista Wealth Management registered with the SEC?
Yes, Arista Wealth Management has been registered with the SEC as an investment adviser since 13 June 2013. Its CRD number is 141504 and its SEC file number is 801-78190.
Source: Form ADV Part 1A, Item 1, filed 14 September 2026; IAPD firm record
How do I contact Arista Wealth Management?
Arista Wealth Management’s main office is at 8876 Spanish Ridge Avenue, Suite 202, Las Vegas, NV 89148. Its phone number is 702-309-9970. Its website is aristawealth.com.