ARISTA WEALTH ADVISORS, LTD
CRD #107763 SEC #801-46380 ALBANY, NY 518.452.3805
SEC Registered
Total AUM
$182.1M
Discretionary
$182M
Employees
4
Clients
51
Accounts
139
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $182.1M | $182M | $18.3K | 4 | 0 |
| Mar 2022 | $293M | $293M | $11.6K | 4 | 1 |
| Mar 2021 | $229.4M | $229.4M | $0 | 4 | 0 |
| Oct 2020 | $172M | $172M | $0 | 3 | 0 |
| Jun 2020 | $172M | $172M | $0 | 3 | 0 |
| Mar 2020 | $172M | $172M | $0 | 3 | 0 |
| Mar 2019 | $137.8M | $137.6M | $155.9K | 3 | 0 |
| Aug 2018 | $144M | $143.6M | $390.8K | 3 | 0 |
| Mar 2018 | $144M | $143.6M | $390.8K | 3 | 0 |
| Sep 2017 | $127.7M | $127.6M | $80K | 4 | 100 |
| Apr 2017 | $127.7M | $127.6M | $80K | 4 | 100 |
| Mar 2017 | $127.7M | $127.6M | $80K | 4 | 100 |
| Dec 2016 | $224.4M | $223.8M | $651.4K | 8 | 300 |
| Dec 2016 | $224.4M | $223.8M | $651.4K | 8 | 300 |
| Dec 2016 | $224.4M | $223.8M | $651.4K | 8 | 300 |
| May 2016 | $224.4M | $223.8M | $651.4K | 9 | 300 |
| Apr 2016 | $224.4M | $223.8M | $651.4K | 9 | 300 |
| Mar 2016 | $224.4M | $223.8M | $651.4K | 9 | 300 |
| Apr 2015 | $226.9M | $223.1M | $3.9M | 7 | 300 |
| Oct 2014 | $211.4M | $210.6M | $829.1K | 7 | 300 |
| Jul 2014 | $211.4M | $210.6M | $829.1K | 7 | 300 |
| Apr 2014 | $211.4M | $210.6M | $829.1K | 7 | 300 |
| Mar 2013 | $180.8M | $179.9M | $879.2K | 7 | 300 |
| Mar 2012 | $166.5M | $165.6M | $841.5K | 6 | 300 |
| Mar 2011 | $166.2M | $164.7M | $1.5M | 10 | -- |
| Mar 2008 | $148.8M | $146.6M | $2.2M | 10 | -- |
| Mar 2007 | $127.1M | $124.4M | $2.7M | 5 | -- |
| Mar 2006 | $99M | $96.3M | $2.6M | 5 | -- |
| Sep 2005 | $82M | $80.2M | $1.8M | 5 | -- |
| May 2002 | $52.3M | $50.1M | $2.1M | 5 | -- |
| Apr 2002 | $52.3M | $50.1M | $2.1M | 5 | -- |
| Sep 2001 | $58.7M | $55M | $3.7M | 5 | -- |
DateMar 2023
Total AUM$182.1M
Discretionary$182M
Non-Disc.$18.3K
Employees4
Clients0
DateMar 2022
Total AUM$293M
Discretionary$293M
Non-Disc.$11.6K
Employees4
Clients1
DateMar 2021
Total AUM$229.4M
Discretionary$229.4M
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$137.8M
Discretionary$137.6M
Non-Disc.$155.9K
Employees3
Clients0
DateAug 2018
Total AUM$144M
Discretionary$143.6M
Non-Disc.$390.8K
Employees3
Clients0
DateMar 2018
Total AUM$144M
Discretionary$143.6M
Non-Disc.$390.8K
Employees3
Clients0
DateSep 2017
Total AUM$127.7M
Discretionary$127.6M
Non-Disc.$80K
Employees4
Clients100
DateApr 2017
Total AUM$127.7M
Discretionary$127.6M
Non-Disc.$80K
Employees4
Clients100
DateMar 2017
Total AUM$127.7M
Discretionary$127.6M
Non-Disc.$80K
Employees4
Clients100
DateDec 2016
Total AUM$224.4M
Discretionary$223.8M
Non-Disc.$651.4K
Employees8
Clients300
DateDec 2016
Total AUM$224.4M
Discretionary$223.8M
Non-Disc.$651.4K
Employees8
Clients300
DateDec 2016
Total AUM$224.4M
Discretionary$223.8M
Non-Disc.$651.4K
Employees8
Clients300
DateMay 2016
Total AUM$224.4M
Discretionary$223.8M
Non-Disc.$651.4K
Employees9
Clients300
DateApr 2016
Total AUM$224.4M
Discretionary$223.8M
Non-Disc.$651.4K
Employees9
Clients300
DateMar 2016
Total AUM$224.4M
Discretionary$223.8M
Non-Disc.$651.4K
Employees9
Clients300
DateApr 2015
Total AUM$226.9M
Discretionary$223.1M
Non-Disc.$3.9M
Employees7
Clients300
DateOct 2014
Total AUM$211.4M
Discretionary$210.6M
Non-Disc.$829.1K
Employees7
Clients300
DateJul 2014
Total AUM$211.4M
Discretionary$210.6M
Non-Disc.$829.1K
Employees7
Clients300
DateApr 2014
Total AUM$211.4M
Discretionary$210.6M
Non-Disc.$829.1K
Employees7
Clients300
DateMar 2013
Total AUM$180.8M
Discretionary$179.9M
Non-Disc.$879.2K
Employees7
Clients300
DateMar 2012
Total AUM$166.5M
Discretionary$165.6M
Non-Disc.$841.5K
Employees6
Clients300
DateMar 2011
Total AUM$166.2M
Discretionary$164.7M
Non-Disc.$1.5M
Employees10
Clients--
DateMar 2008
Total AUM$148.8M
Discretionary$146.6M
Non-Disc.$2.2M
Employees10
Clients--
DateMar 2007
Total AUM$127.1M
Discretionary$124.4M
Non-Disc.$2.7M
Employees5
Clients--
DateMar 2006
Total AUM$99M
Discretionary$96.3M
Non-Disc.$2.6M
Employees5
Clients--
DateSep 2005
Total AUM$82M
Discretionary$80.2M
Non-Disc.$1.8M
Employees5
Clients--
DateMay 2002
Total AUM$52.3M
Discretionary$50.1M
Non-Disc.$2.1M
Employees5
Clients--
DateApr 2002
Total AUM$52.3M
Discretionary$50.1M
Non-Disc.$2.1M
Employees5
Clients--
DateSep 2001
Total AUM$58.7M
Discretionary$55M
Non-Disc.$3.7M
Employees5
Clients--