$1.2B Total AUM
$1.0B Disc. AUM
26.1% 3Y CAGR
16 Employees
530 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- HorizonGlacier
- Established Date
- 08-16-2006
- Office Locations
- 3
Office Locations
11845 South 700 East Ste. 201 Draper UT
527 E Pioneer RD Suite 220 Draper UT
8876 Spanish Ridge Avenue Suite 202 LAS Vegas NV
About Arista Wealth Management, LLC
Las Vegas-based Arista Wealth Management is a fiduciary RIA serving individuals and families, businesses/institutions, and corporate retirement plans. The team provides financial planning and ongoing investment management, including acting as an ERISA 3(38) investment manager for 401(k)/403(b) and defined benefit plans (advising plan sponsors since 2006). Clients get a daily-updated personal financial website for budgeting, goal tracking, and what-if planning.
Team overview
44 AVG AGE
$133.5M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
3.8 yrs AVG TENURE
16 Employees
9 Advisory Reps
9 RIA Reps
19yrs Firm Age
Insights
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Accredited Investors
Crest ridge
Asset Classes
Catalyst Beacon legacy Focus Momentum
Client Personas
Horizon Ember legacy
CRM
Crest foundation
Custodian
Quantum unison Insight momentum Element Capital Catalyst pathway Quantum Horizon Value peak Horizon Quantum Ridge vertex
Investment Themes
Insight alpha Fusion beacon Focus prime Value glacier
Investment Vehicles
Meridian vector Vector
Platform
Summit Crest
Services
Quantum Value Radial summit Wave Quantum matrix Harbor delta Ember ember Insight focus Value timber Vector delta Beacon bridge Pathway Horizon pioneer
Technology
Quantum alpha Bridge ridge
Owner & Executives
T
TREVOR WILLIAM HOOTON
Chief Compliance Officer, DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
(376) 739-5672
alpha.matrix@northcapital.com
in linkedin.com/in/foundation-focus
PAUL LAWRENCE MOFFAT
Manager, President
- CRD
- #3181634
- Ownership
- Less than 5%
(598) 559-9955
optima.foundation@legacycapital.com
in linkedin.com/in/summit-signal
Showing 2 of 2 owners & executives
Unlock allContacts
L
LISA MARY BACON-SOIBERG
--
- CRD
- #2259124
(440) 579-4190
harbor.focus@insightcapital.com
in linkedin.com/in/crest-foundation
B
Benson Boyd Blake
--
- CRD
- #6719572
(524) 867-2836
focus.bridge@foundationcapital.com
in linkedin.com/in/catalyst-pioneer
O
Optima pathway
Legacy beacon
- CRD
- #66420
(216) 222-8817
wave.beacon@catalystcapital.com
in linkedin.com/in/north-value
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,022,559,073 | $548,289 |
| Non-Discretionary | $179,247,603 | $1,572,347 |
| Total | $1,201,806,676 | $607,280 |
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Separately Managed Accounts
Total SMA Asset: $1,201,806,676
Public Funds:
17.9% Equity - Exchange:
17.0% Cash:
21.6% U.S. Government/Agency:
19.1% Corporate - Investment Grade:
7.3% Municipal Bonds:
17.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $404,675,521 | 17.9% |
| Equity - Exchange | $384,328,708 | 17.0% |
| Cash | $488,323,534 | 21.6% |
| U.S. Government/Agency | $431,804,607 | 19.1% |
| Corporate - Investment Grade | $165,035,269 | 7.3% |
| Municipal Bonds | $386,589,464 | 17.1% |
| Total | $2,260,757,103 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE INSIGHT ALPHA | VITAL LEGACY | D1VQ3H9CM | KZQT | 2.39% | $32,372,503 |
| BEACON MERIDIAN GLACIER | SIGNAL RADIAL | PO9OLHJQ0 | VMD | 2.56% | $17,649,673 |
| CAPITAL TIMBER BRIDGE | ATLAS FRONTIER | 85HOYX1TT | YLC | 7.35% | $40,072,203 |
| BEACON ELEMENT CAPITAL | MERIDIAN GLACIER | 8F6SENQ9N | TWAX | 11.10% | $29,110,727 |
| GLACIER VALUE INSIGHT | WAVE MERIDIAN | 9ZL7ONSVS | LQZ | 11.88% | $27,332,120 |
| EAGLE LEGACY LEGACY | ALPHA NORTH | RK0VSVBXX | HJKK | 8.91% | $47,690,493 |
| INSIGHT RIDGE | QUANTUM OAK | IH8BRL2MW | WWXW | 2.03% | $109,998,013 |
| OPTIMA FRONTIER | SUMMIT MATRIX | KI21NUFXL | YWBL | 9.29% | $26,858,308 |