SEC-Registered Investment Adviser
Arta Finance
Legal name: Arta Finance Wealth Management, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated June 25, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- April 8, 2022
- Principal office
- 153 Castro Street, Suite 200, Mountain View, CA 94041
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Other offices
- 1
Scale
- Regulatory AUM
- $153.4M
- Attributable to non-US clients
- $29.1M
- Accounts
- 1,091
- Clients
- 463
- Employees
- 68, 18 in advisory roles
Business, clients and compensation, as filed
- Advisory activities
- financial planning and portfolio management for individuals and small businesses
- Compensated by
- a percentage of assets under management
- Client types
- high net worth individuals (1,043)
- Related persons include
- another investment adviser and an insurance company or agency
- Affiliates
- 2 investment advisers
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (June 25, 2026). Item 11 covers the firm and its advisory affiliates.
Platform this firm advises for
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.