Updated November 21, 2023
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Arista Wealth Management, LLC

Investment Advisor Firm
Total assets under management$497M
Years in business18+

About Arista Wealth Management, LLC

Arista Wealth Management, LLC is an investment advisory firm that specializes in financial planning, investment management, retirement planning, institutional services, and individual wealth. With a team of highly experienced advisors and support staff with over 60 years of combined experience in investment management, Arista Wealth is equipped to provide clients with the latest strategies in financial planning, wealth management, and tax minimization.

One of the key principles that Arista Wealth was founded upon is serving clients according to their specific needs and goals. The company's founder left his Wall Street job in 2006 to establish Arista Wealth to provide personalized service to clients. This principle is evident in the firm's attention to detail and passion for helping clients achieve their financial goals.

Arista Wealth believes in regular communication with clients to meet their needs. This includes sit-down meetings, phone calls, newsletters, investment account statements, and client events designed to educate and enlighten. By maintaining open lines of communication, Arista Wealth aims to build strong relationships with its clients.

The firm takes pride in its investment performance and has consulted with leading academics to construct investment portfolios that aim to reduce costs, achieve broad diversification through global markets, and maximize the risk-reward ratio. Additionally, Arista Wealth applies behavioral finance principles to its investment strategies and advice. By understanding the hows and whys of investment decisions, they strive to protect clients from making wrong decisions at the wrong time based on emotions or biases.

As a fee-based investment advisory firm, Arista Wealth is a fiduciary for each client it serves. This means their advice is unbiased, and their loyalty always lies with their clients rather than any particular financial product or institution. This commitment provides peace of mind for clients, knowing that their individual needs, goals, and expectations are prioritized.

Arista Wealth Management strives to empower its clients by helping them discover and meet their financial goals. Through honest, transparent, and sound advice, they aim to provide clients with a strong partnership in achieving financial success.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Investment Management
  3. Retirement Planning
  4. Asset Management
  5. Business Planning

More about Arista Wealth Management, LLC

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1415046

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings