Jay Laurence Call

Arista Wealth Management, LLC

3 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Arista Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

437 clients

Average Client Portfolio

$2.4M average

Assets Under Management

$1.0B

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$5,000

Location

8876 Spanish Ridge Avenue, Suite 202, Las Vegas, NV, 89148

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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.

Employment History

Current Registrations

Arista Wealth Management, LLC

May 2022 - Present · 3 yrs 9 mos

State Registrations2 states

NVUT

Advisor

Exams

No exam information available for this advisor.