Matthew Charles Burbank

Employer firm

Arista Wealth Management, LLC CRD 141504

$1.20B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING (INVESTMENT/NON-INVESTMENT)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → 07/2024
  Axxcess Wealth Management, Llc Dba Silverstone Private Wealth
  Draper, UT
• 04/2023 → 01/2024
  Maddix Holdings, Llc Dba Maddix Wealth, Llc
  Lehi, UT
• 09/2022 → 03/2023
  Axxcess Wealth Management, Llc Dba Maddix Wealth Management
  Lehi, UT
• 01/2021 → 09/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT
• 03/2018 → 12/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT
• 03/2017 → 03/2018
  Hotel Monaco Salt Lake City
  Salt Lake City, UT
• 06/2016 → 01/2017
  The Exoro Group
  Salt Lake City, UT
• 08/2016 → 12/2020
  The University Of Utah
  Salt Lake City, UT
• 06/2024 → Present
  Arista Wealth Management, Llc
  Draper, UT

Previous Registrations

• 2024-02-08 → 2024-07-22
  Axxcess Wealth Management, Llc
  Draper, UT
  Carlsbad, CA
  Salt Lake City, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-28

Other Names

• Matt Burbank
• Matthew Burbank