Draper, UT E Pioneer Rd Office

Arista Wealth Management provides financial planning and wealth management to individuals and high‑net‑worth clients and delivers retirement plan advisory to employer plan sponsors. Services described in the firm brochure include discretionary portfolio management, financial planning, wealth coaching, strategic business services, and access to private investment offerings and third‑party managers.

The firm’s investment approach is grounded in academic research and modern portfolio theory, generally favoring passive index allocations, model portfolios, and low‑cost mutual funds and ETFs tailored to client risk tolerance and goals, with regular monitoring and rebalancing. Where appropriate, Arista supplements passive exposure with third‑party strategists and SMA managers accessed through the Orion Portfolio Solutions TAMP and with private real‑estate funds, interval funds, structured products, and other alternatives.

The Form ADV highlights features that are uncommon among peers: the firm discloses affiliated operating entities that sponsor private real‑estate offerings and an affiliated life/insurance company, notes that certain personnel are licensed insurance agents, and states that it uses third‑party ratings in advertising. The brochure also describes participation in Orion’s Elite Advisor Network and a dual‑fee arrangement for TAMP accounts, and it outlines the conflicts these arrangements create and the firm’s disclosure and mitigation practices.