Jordan Naffa
8876 Spanish Ridge Avenue, Suite 202
Las Vegas, NV 89148
7023099970
Arista Wealth Management was founded on a simple yet powerful principle: to serve each client according to their unique needs, goals, and values.
Our team is made up of highly skilled professionals who work collaboratively to deliver an exceptional financial planning experience. We care deeply about the individuals and families we serve, and that commitment is evident in our attention to detail, personalized guidance, and passion for helping clients achieve lasting financial success.
As a fee-based fiduciary firm, Arista Wealth is committed to providing objective, conflict-free advice. Our sole duty of loyalty is to our clients, not to Wall Street or any financial product provider. This fiduciary standard ensures that every recommendation is made in our clients' best interests, providing them with peace of mind and confidence that their financial future is being managed with care, integrity, and transparency.
See Disclosures
Firm Start Year
2006
No. of Employees
10-19
CRD#
6534732
Firm CRD#
141504
States Licensed in
NV
Years of Experience in Financial Services
12
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Certifications, Accreditations & Designations
MBA, MS-PFP, CFP®, CPRC®
Assets Managed by Firm
$1.2B
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1893234/rothira-Arista-Wealth-Management-detailed-disclosure.html