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advisor

Jordan Naffa

Arista Wealth Management

8876 Spanish Ridge Avenue, Suite 202

Las Vegas, NV 89148

7023099970

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About Arista Wealth Management

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

General Information

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

Compliance

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

Qualifications & Membership

Certifications, Accreditations & Designations

MBA, MS-PFP, CFP®, CPRC®

Firm Information

Assets Managed by Firm

$1.2B

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Disclosures

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

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