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ARISTA WEALTH MANAGEMENT, LLC
ARISTA WEALTH MANAGEMENT, LLC
LAS VEGAS, Nevada
·
5 registered advisors
·
CRD# 141504
SEC# 801-78190
2
702-309-9970
01
Firm Overview
AUM
$993M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ARISTA WEALTH MANAGEMENT, LLC
5 registered advisors
Dorothy Ann Podzemny
LAS VEGAS, Nevada
CRD# 7854645
Jacqueline Maria Parker
LAS VEGAS, Nevada
CRD# 4601920
Jeannie Renee Bruce
LAS VEGAS, Nevada
CRD# 5973509
Kathryn Layton Moffat
LAS VEGAS, Nevada
CRD# 5198901
Paul Lawrence Moffat
LAS VEGAS, Nevada
CRD# 3181634
05
Office Locations
LAS VEGAS, Nevada
5 advisors
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Data sourced from SEC Form ADV filings. ARISTA WEALTH MANAGEMENT, LLC (CRD# 141504) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.