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Paul Moffat

Arista Wealth Management, LLC
27 Years of Experience
Las Vegas, NV
Sells Insurance
View SEC Summary
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Paul Moffat is a registered investment advisor at Arista Wealth Management, LLC, based in Las Vegas, NV, with 27 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 530 clients with $1.2B in assets under management.

Arista Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
530 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$1.2B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Management fee varies by client based on services provided and does not exceed 2.0% per annum. All fee arrangements are negotiable. Subject to a minimum annual fee of $5,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

8876 Spanish Ridge Ave, Suite 202, Las Vegas, NV, 89148-1303

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Paul is a licensed insurance agent selling insurance products to RIA clients, dedicating about 10-20% of his time to this activity. He also owns a pest control company and real estate ventures, but does not spend time on their management, and is a trustee at Southern Virginia University, dedicating a few hours per week.

Employment History
Current Registrations
Arista Wealth Management, LLC
August 2006 - Present · 20 yrs 2 mos
Previous Registrations
Clearwater Wealth Management
November 2004 - January 2008 · 3 yrs 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 1999 - November 2004 · 5 yrs 6 mos
State Registrations3 states
AZNVTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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