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ARTA FINANCE
ARTA FINANCE WEALTH MANAGEMENT, LLC
CRD 318714 · SEC 801-123662
153 CASTRO STREET, SUITE 200, MOUNTAIN VIEW, CA, 94041, United States
Phone
650-318-3898
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$153.4M
Discretionary AUM
$153.4M
Team
68 total employees; 18 advisory reps; 463 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1043 | $153.4M |
States served
AZ, CA, CO, DE, DC, GA, IL, LA, MD, MA, MI, NE, NV, NJ, NY, NC, OH, OR, PA, TN, UT, VA, WI, WA, TX, NH, CT, FL, SD
All web addresses on file
- https://podcasts.apple.com/us/podcast/arta-spotlight-live-long-prosper/id1714682276
- https://open.spotify.com/show/2qUDx0klHKpkyJqR6scWd0
- https://x.com/arta_finance
- https://artafinance.com
- https://www.linkedin.com/company/74930905
- https://www.tiktok.com/@artafinance?_t=8l48uX2mn7q&_r=1
- https://instagram.com/arta_finance
- https://www.youtube.com/@artafinance
- https://www.facebook.com/artafinance
- https://www.instagram.com/arta_hq/
Official SEC filing: View on IAPD