Overview
Assets Under Management: $153 million
Headquarters: MOUNTAIN VIEW, CA
High-Net-Worth Clients: 1,043
Average Client Assets: $0.1 million
Frequently Asked Questions
ARTA FINANCE is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #318714), ARTA FINANCE is subject to fiduciary duty under federal law.
ARTA FINANCE is headquartered in MOUNTAIN VIEW, CA.
ARTA FINANCE serves 1,043 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, ARTA FINANCE offers financial planning and portfolio management for individuals. View all service details ↓
ARTA FINANCE manages $153 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, ARTA FINANCE serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 1,043
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $0.1 million
Total Client Accounts: 1,091
Discretionary Accounts: 1,091
Regulatory Filings
CRD Number: 318714
Filing ID: 2068461
Last Filing Date: 2026-03-31 15:45:45