Arista Wealth Management, LLC

Arista Wealth Management, LLC (CRD# 141504) is a financial advisory firm headquartered in Las Vegas, NV. They manage $621,204,856 in 1,364 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    621
    MILLION
  • Total Number of Accounts
    1,364
    ACCOUNTS
  • Average Account Value
    $455,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, GA, ID, LA, NC, NM, NV, NY, OR, TX, UT

Financial Advisors at Arista Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Lisa M. Bacon-Soiberg
CRD#: 2259124
8876 Spanish Ridge Avenue, Suite 202, Las Vegas, NV 89148

Lisa Bacon-Soiberg (CRD# 2259124) is an Investment Advisor Representative working at Arista Wealth Management, LLC in Las Vegas, NV and has over 27 years of experience in the finance industry.

2
Paul L. Moffat
CRD#: 3181634
8876 Spanish Ridge Ave, Suite 202, Las Vegas, NV 89148

Paul Moffat (CRD# 3181634) is an Investment Advisor Representative working at Arista Wealth Management, LLC in Las Vegas, NV and has over 24 years of experience in the finance industry.

3
Jay L. Call
CRD#: 7554135
8876 Spanish Ridge Avenue, Suite 202, Las Vegas, NV 89148

Jay Call (CRD# 7554135) is an Investment Advisor Representative working at Arista Wealth Management, LLC in Las Vegas, NV and has over 2 years of experience in the finance industry.

4
Preston J. Pugmire
CRD#: 7611260
8876 Spanish Ridge Avenue, Suite 202, Las Vegas, NV 89148

Preston Pugmire (CRD# 7611260) is an Investment Advisor Representative working at Arista Wealth Management, LLC in Las Vegas, NV and has 1 year of experience in the finance industry.

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