Matthew C. Burbank

ARISTA WEALTH MANAGEMENT

Draper, UT 84020

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CRD#: 6921297

Professional summary

Matthew Charles Burbank, who also goes by Matt Burbank, Matthew Burbank, is a registered financial advisor currently at ARISTA WEALTH MANAGEMENT, LLC located in Draper, Utah.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Matthew has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Burbank | Matthew Burbank

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Charles Burbank's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 20, 2024 - Present

ARISTA WEALTH MANAGEMENT, LLC

Office #1: 11845 South 700 East Ste. 201, Draper, UT 84020Office #2: 527 East Pioneer Rd, Suite 220, Draper, UT 84020

RIA

CRD#: 141504

Draper, UT

Past

February 8, 2024 - July 22, 2024

AXXCESS WEALTH MANAGEMENT, LLC

RIA

CRD#: 164081

Draper, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ARISTA WEALTH MANAGEMENT, LLC

ARISTA WEALTH MANAGEMENT, LLC | CB WEALTH MANAGEMENT

CRD#: 141504 / SEC#: 801-78190

RIA

Registered Investment Advisory firm - (6/13/2013 Approved)

Arizona

Registered Investment Advisory firm - (3/7/2014 Terminated)

Nevada

Registered Investment Advisory firm - (4/16/2014 Terminated)

Texas

Registered Investment Advisory firm - (12/7/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(6/20/2024)

IAR

Utah
(6/21/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/28/2023

Uniform Investment Adviser Law Examination

Current Firm

ARISTA WEALTH MANAGEMENT, LLC

ARISTA WEALTH MANAGEMENT, LLC | CB WEALTH MANAGEMENT

CRD#: 141504 / SEC#: 801-78190

RIA

Registered Investment Advisory firm - (6/13/2013 Approved)

Arizona

Registered Investment Advisory firm - (3/7/2014 Terminated)

Nevada

Registered Investment Advisory firm - (4/16/2014 Terminated)

Texas

Registered Investment Advisory firm - (12/7/2012 Terminated)

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Contact information

Main Address

8876 Spanish Ridge Avenue Suite 202, Las Vegas, NV 89148

Mailing Address

Phone number

(702) 309-9970

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/3/2026)

Regulatory assets under management

Total Number of Accounts	1,883
AUM (Assets Under Management)	$ 1,028,543,710

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew C. Burbank

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Charles Burbank's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARISTA WEALTH MANAGEMENT, LLC

AXXCESS WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

ARISTA WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/28/2023

Current Firm

ARISTA WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARISTA WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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