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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-16-2006
- Office Locations
- 3
Office Locations
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.
Reported data analysis
What the numbers show
Between October 22, 2025 and April 27, 2026, reported AUM increased 16.8%, from $1.0B to $1.2B.
Across 5 reported observations, AUM increased 129.4% between September 14, 2022 and April 27, 2026, from $523.8M to $1.2B.
Of the latest reported AUM, 85.1% is discretionary and 14.9% is non-discretionary.
The firm reports 9 advisory representatives and 530 clients, or 58.9 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 3 reported office locations and 20 years in operation. The source data was last updated on April 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Arista Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TREVOR WILLIAM HOOTON
Chief Compliance Officer, Director, DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
PAUL LAWRENCE MOFFAT
Manager, President
- CRD
- #3181634
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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LISA MARY BACON-SOIBERG
--
- CRD
- #2259124
Benson Boyd Blake
Senior Financial Planner
- CRD
- #6719572
Showing 2 of 12 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Arista Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Arista Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.