Arista Wealth Management, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.0B
- Clients
- 530
- Avg AUM / client
- $2.3M
- Accounts
- 1,979
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Apr 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 216 | $73.2M | 6.09% |
| High net worth individuals | 161 | $907M | 75.5% |
| Pension and profit sharing plans | 139 | $208M | 17.3% |
| Insurance companies | 14 | $13.9M | 1.15% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Southwest Airlines Pilots Retirement Savings Plan Southwest Airlines Company | 2024 | |
| Clark County Credit Union 401(k) Plan Clark County Credit Union | Las Vegas, NV | 2024 |
| Panhandle Eye Group, Llp 401(k) Plan Panhandle Eye Group, Llp | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Moffat, Kathryn, Layton | Trustee | Jul 2006 (20y) | GP / trustee / elected manager of Starcrest Trust (indirect) | |
| Paul Lawrence Moffat | Trustee | Jul 2006 (20y) | Less than 5% | |
| Podzemny, Dorothy, Ann | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Lisa Mary Bacon Soiberg | Registered representative | Mar 2019 (7y) | ||
| Jay Laurence Call | Registered representative | May 2022 (4y) | ||
| Jordan Naffa | Registered representative | CFP | Feb 2023 (4y) | |
| Matthew Charles Burbank | Registered representative | Jun 2024 (2y) | ||
| Todd Donaldson Quinn | Registered representative | Jun 2024 (2y) | ||
| Jacob Cache Carr | Registered representative | Oct 2025 (1y) | ||
| Jacob Olaveson | Registered representative | Feb 2026 (0y) | ||
| Benson Boyd Blake | Registered representative | Feb 2026 (0y) | ||
| Chandler Craig Mcknight | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Starcrest Trust | Member | Jul 2006 | A | 75% or more |
| Starcrest Trust | Member | Jul 2006 | B | ≈ 56.25% – 100% via Starcrest Trust |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Starcrest Trust: 75% – 100% of Starcrest Trust × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines Company | 11,679 | $11.6B | 01/01/2024 |
| Clark County Credit Union 401(k) Plan | Clark County Credit Union | 208 | $18.6M | 01/01/2024 |
| Panhandle Eye Group, Llp 401(k) Plan | Panhandle Eye Group, Llp | 168 | $16.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/27/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $718M (60% of AUM) Apr 2026
- Charles Schwab & Co. $358M (30% of AUM) Apr 2026
- Pcs Retirement Llc $105M (11% of AUM) Mar 2025
- RBC $54.7M (11% of AUM) Jan 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 27, 2026.
View current Form ADV (SEC/IAPD) ↗