PPrivate Fund Data Log in Join · $37/mo

Arta Finance Wealth Management, LLC

● SEC registered since 2022CRD 318714SEC# 801-123662Mountain View, CA
Export (members)
Reg. AUM
$123.4M
Employees
88
Accounts
738
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 $123.4 million in regulatory assets under management and employs 88 people.

Arta Finance Wealth Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Adrien Thomas Pesa ControlCcoUnder 5%2025
Arta Finance Inc. ControlParent CompanyOver 75%2021
Caesar Sengupta ControlCeo5-10%2021
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Arta Finance Wealth Management, LLC manage?

Arta Finance Wealth Management, LLC reports $123.4 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 88 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

Address153 Castro Street, Suite 200, Mountain View, CA 94041
Phone650-318-3898
Office hours9a.m. - 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$123.4M
Non-discretionary$0
Total (RAUM)$123.4M