Arta Finance Wealth Management, LLC
● SEC registered since 2022CRD 318714SEC# 801-123662Mountain View, CA
Reg. AUM
$153.4M
Employees
68
Accounts
1,091
Location
Mountain View, CA
Arta Finance Wealth Management, LLC assets under management
Arta Finance Wealth Management, LLC operates as an SEC-registered investment adviser based in Mountain View, CA. The firm has been registered since 2022. It reports $153.4 million in regulatory assets under management and employs 68 people.
Arta Finance Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arta Finance Inc. Control | Parent Company | Over 75% | 2021 |
| Chirag Narendrakumar Yagnik Control | Chief Investment Officer | Under 5% | 2021 |
| Felix Lin Control | Ceo | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Arta Finance Wealth Management, LLC manage?
Arta Finance Wealth Management, LLC reports $153.4 million in regulatory assets under management on its Form ADV.
How many employees does Arta Finance Wealth Management, LLC have?
Arta Finance Wealth Management, LLC reports 68 employees.
Where is Arta Finance Wealth Management, LLC located?
Arta Finance Wealth Management, LLC is based in Mountain View, CA and has been SEC-registered since 2022.
Does Arta Finance Wealth Management, LLC disclose fund performance?
Arta Finance Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 153 Castro Street, Suite 200, Mountain View, CA 94041 |
| Phone | 650-318-3898 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$153.4M▲ 160%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$153.4Mregulatory AUM
Discretionary $153.4M