Data / Investment advisers / California / Arta Finance
Arta Finance, Mountain View, CA: $153 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Arta Finance is an SEC registered investment adviser with its main office in Mountain View, California and reports $153 million in regulatory assets under management in its Form ADV filed June 25, 2026. Its clients include high net worth individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 318714
- SEC file number
- 801-123662
- SEC status
- Approved, effective April 8, 2022
- Legal name
- Arta Finance Wealth Management, LLC
- Main office
- 153 Castro Street Suite 200, Mountain View, CA 94041
- Phone
- (650) 318-3898
- Website
- podcasts.apple.com
- Regulatory AUM
- $153,444,718 in the Form ADV filed June 25, 2026
- Discretionary AUM
- $153,444,718
- Accounts
- 1,091
- Employees
- 68, of which 18 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1,043 | $153.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $153.4 million | March 31, 2026 |
| December 1, 2025 | $123.4 million | March 31, 2025 |
Other advisers in Mountain View
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wealth Architects, LLC | Mountain View | $2.42 billion | Not listed | adviserinfo.sec.gov |
| Zanbato Advisors LLC | Mountain View | $2.08 billion | 58 | adviserinfo.sec.gov |
| Infanger Investment Technology, LLC | Mountain View | $494.9 million | Not listed | adviserinfo.sec.gov |
| Waverley Wealth Management LLC | Mountain View | $201.2 million | Not listed | adviserinfo.sec.gov |
| Y Combinator | Mountain View | Not listed | 19 | adviserinfo.sec.gov |
| Nti Managers, LLC | Mountain View | Not listed | 9 | adviserinfo.sec.gov |
| Elefund Management Company, LLC | Mountain View | Not listed | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Mountain View, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Arta Finance on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.