# ARISTA WEALTH ADVISORS, LTD

ARISTA WEALTH ADVISORS, LTD of ALBANY, NY is an SEC-registered investment adviser.

## Registration

- CRD: 107763
- Type: SEC-registered investment adviser
- SEC file number: 801-46380
- Location: 255 WASHINGTON AVENUE EXTENSION, SUITE # 104, ALBANY, NY, 12205
- Phone: 518.452.3805
- Latest filing: 2023-03-08
- Regulatory AUM: $182.1M
- Discretionary AUM: $182.0M
- Non-discretionary AUM: $18K
- Clients: 4
- Accounts: 139

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Schwartz Max | VICE-PRESIDENT; VICE-PRESIDENT/CCO; VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | New York, NY |
| CASSERLY TIMOTHY EDWARD | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER (+1 more) | — |
| BURKE WALTER THOMAS | SECRETARY | — |
| LOPEZ KARIN JEANNE | CHIEF COMPLIANCE OFFICER/OWNER/VICE PRESIDENT; VICE PRESIDENT/SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107763/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107763/similar
- Related entities: https://search.stillhousedata.com/firm/107763/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107763

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.