Preston
Pugmire
Arista Wealth Management, LLC
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About this Advisor
Preston Pugmire is a financial advisor who works in Las Vegas, Nevada with a total of 1 year of industry experience. Pugmire is on the advisory team at Arista Wealth Management, LLC. Over the course of their career, Pugmire has held roles at High School Student, Rsi Construction, Missionary, Vantage Marketing, Student and Arista Wealth Management. Pugmire has a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Nevada. Arista Wealth Management, LLC is a firm that has its headquarters in Las Vegas, NV. It administers $497 million in assets under management among its 1,202 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm advises six charities and foundations. Of its 1,202 customer accounts, just 4% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Arista Wealth Management, LLC offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types charged by Arista Wealth Management, LLC most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arista Wealth Management, LLC Brokerage Details
$496,550,178
10
1,202
$413,103
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Preston Pugmire Work History
Preston has been registered as a financial advisor for 1 years.*
Arista Wealth Management
Student
Vantage Marketing
Missionary
Rsi Construction
High School Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Preston Pugmire to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arista Wealth Management, LLC
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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