Felix Lin is a control person of Arta Finance Wealth Management and directly owns under 5% of it.
Arta Finance Wealth Management is an investment adviser based in Mountain View, CA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $153 million, as filed on 25 June 2026. Its fees, ownership and offices are on the firm’s profile.
Felix Lin is Group CEO of Arta Finance, appointed in an announcement dated March 3, 2026. He is a co-founder of Arta and was previously its President and CFO. He previously co-founded AvantGo, which went public in 2000, and held senior leadership roles at Google and Oracle.
- CRD
- 7518428
- Firm
- Arta Finance Wealth Management · CRD 318714
- Role
- CEO
- In role since
- February 2026 · under a year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Mountain View, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- artafinance.com
Where does Felix Lin work?
Felix Lin has been CEO of Arta Finance Wealth Management, LLC since February 2026, and is a control person of the firm.
How can I verify Felix Lin’s record?
Felix Lin’s role is listed on Arta Finance Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 318714.
