{
  "crd_number": 318714,
  "slug": "arta-finance-mountain-view-ca-318714",
  "primary_business_name": "ARTA FINANCE",
  "legal_name": "ARTA FINANCE WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Mountain View",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41940",
  "metro": {
    "cbsa_code": "41940",
    "common_name": "San Jose",
    "msa_name": "San Jose-Sunnyvale-Santa Clara, CA",
    "path": "/advisors/ca/san-jose"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-04-08",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-06-25",
  "carried_forward": false,
  "raum_total": 153444718.0,
  "raum_discretionary": 153444718.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 68,
  "advisory_employees": 18,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 153444718.0,
      "count": 1043
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "IL",
    "LA",
    "MA",
    "MD",
    "MI",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://artafinance.com",
    "https://facebook.com/artafinance",
    "https://instagram.com/arta_finance",
    "https://instagram.com/arta_hq",
    "https://linkedin.com/company/74930905",
    "https://open.spotify.com/show/2qUDx0klHKpkyJqR6scWd0",
    "https://podcasts.apple.com/us/podcast/arta-spotlight-live-long-prosper/id1714682276",
    "https://tiktok.com/@artafinance?_r=1&_t=8l48uX2mn7q",
    "https://x.com/arta_finance",
    "https://youtube.com/@artafinance"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318714",
  "city_as_filed": "MOUNTAIN VIEW",
  "url": "https://advisorcensus.com/firm/arta-finance-mountain-view-ca-318714",
  "display_name": "Arta Finance",
  "summary": "Arta Finance is an SEC-registered investment advisory firm in Mountain View, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.",
  "citation": "AdvisorCensus. Arta Finance (CRD 318714): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Arta Finance compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Arta Finance reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Arta Finance located?",
      "a": "Arta Finance's principal office is in Mountain View, CA, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Arta Finance registered with the SEC or a state?",
      "a": "Arta Finance is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318714."
    },
    {
      "q": "How much does Arta Finance manage?",
      "a": "Arta Finance reports $153,444,718 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Arta Finance's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Arta Finance: Regulatory assets under management: $0 in the October 2022 data and $153,444,718 in the October 2026 data. Total employees: 40 in October 2022 and 68 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Arta Finance serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (1,043)."
    },
    {
      "q": "Which custodians does Arta Finance use?",
      "a": "Arta Finance's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Arta Finance report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318714"
    },
    {
      "q": "What changed in Arta Finance's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Registered or notice-filed in DE, SD."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 40,
      "filing_date": "2022-06-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 28332392.0,
      "total_employees": 80,
      "filing_date": "2023-06-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 134905755.0,
      "total_employees": 98,
      "filing_date": "2024-04-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 123417953.0,
      "total_employees": 88,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 153444718.0,
      "total_employees": 68,
      "filing_date": "2026-06-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in DE, SD."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $123,417,953 to $153,444,718 (+24%).",
        "Added an office in Central Singapore.",
        "No longer lists an office in Singapore.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/arta-finance-mountain-view-ca-318714.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1043,
      "fewer_than_5": false,
      "raum": 153444718.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318714",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}