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Victoria Wong, portrait

Victoria Wong

General Counsel / CCO at Arta Finance Wealth Management

Firm officerUpdated

Victoria Wong has been General Counsel / CCO of Arta Finance Wealth Management, LLC, a Mountain View, CA investment adviser managing $153M, since February 2026.

2026
In role since
$153M
Firm AUM
1,043
Firm clients
18
Firm advisers

From Form ADV filed 25 June 2026Form ADV

Career

Victoria Wong 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.

Victoria Wong is on the Arta Finance team, based in the Bay Area. She was previously Deputy General Counsel at Upstart.

Key facts

CRD
8233042
Role
General Counsel / CCO
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

Common questions

Where does Victoria Wong work?

Victoria Wong has been General Counsel / CCO of Arta Finance Wealth Management, LLC since February 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 25 June 2026

How can I verify Victoria Wong’s record?

Victoria Wong’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.

Source: Form ADV, Schedule A, filed 25 June 2026

Leadership at Arta Finance Wealth Management

Sources

  1. IAPD individual lookup, CRD 8233042, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Arta Finance Wealth Management, LLC, filed 25 June 2026. Title, control and ownership bands.
  3. Arta Finance Wealth Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.