← Directory
ARTA FINANCE
Legal name: ARTA FINANCE WEALTH MANAGEMENT, LLC
CRD 318714File 801-123662
APPROVED
Retail clients
Filing as of Jun 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$153.4M
Bottom 25% of cohort (national)
Discretionary AUM
$153.4M
Clients
1,043
1,091 accounts
Employees
68
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 8, 2022
- Principal office
- 153 CASTRO STREET, SUITE 200, MOUNTAIN VIEW, CA, 94041
- Phone
- 650-318-3898
- Website
- https://artafinance.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $153.4M
- Discretionary AUM
- $153.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,091
- Non-discretionary accounts
- 0
- Total accounts
- 1,091
- AUM per client
- $147K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1,043 | $153.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 88 | 68 | decreased by20 |
| Apr 1, 2026 | Clients | 968 | 1,043 | increased by75 |
| Apr 1, 2026 | AUM | $123,417,953 | $153,444,718 | increased by$30,026,765 |
| Apr 1, 2026 | Accounts | 738 | 1,091 | increased by353 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 40 | 88 | increased by48 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 0 | 968 | increased by968 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $123,417,953 | increased by$123,417,953 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 738 | increased by738 |
| May 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARTA FINANCE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARTA FINANCE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.