Arta Finance Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Arta Finance Wealth Management reports 1,043 high-net-worth individuals. Of its assets, 100.0% ($153M across 1,091 accounts) are managed with discretion. Of its clients, 2% are outside the U.S. It advised 463 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 1,043 | $153M | 100.0% | $147K |
| Total | 1,043 | $153M | 100% | $147K |
- Clients
- 1,043
- Regulatory AUM
- $153M
- AUM share
- 100.0%
- Avg. per client
- $147K
Total
- Clients
- 1,043
- Regulatory AUM
- $153M
- AUM share
- 100%
- Avg. per client
- $147K
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 463
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Arta Finance Wealth Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Arta Finance Inc. owns 75% or more of Arta Finance Wealth Management. The leadership team of Arta Finance Wealth Management includes Chief Investment Officer Chirag Yagnik. It has 68 employees, 18 of them in advisory roles.
Leadership
- Felix LinCEO
Victoria WongGeneral Counsel / CCO
Chirag YagnikChief Investment Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 68 employees
- 18 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- 3 soliciting firms
- Owns 75% or more of Arta Finance Wealth Management, LLC
Arta Finance Inc.
Control person · since July 2021
Arta Finance Wealth Management’s regulatory assets grew Infinity× from $0 (June 2022) to $153M (June 2026); employees rose from 40 to 68.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $153M | 1,043 | 68 | 2 |
| Mar 2025March 2025 | $123M | 968 | 88 | 2 |
| Apr 2024April 2024 | $135M | 1,318 | 98 | 1 |
| Jun 2023June 2023 | $28.3M | 283 | 80 | 1 |
| Jun 2022June 2022 | $0 | 0 | 40 | 1 |
Besides its headquarters, Arta Finance Wealth Management has 1 office, with 2 listed addresses in the U.S. and abroad.
California · 1 listed address
- 153 Castro Street, Suite 200, Mountain ViewHQ
International offices
- 21 COLLYER QUAY, CENTRAL SINGAPORE, 049320, Singapore
Contact and registration details
- Legal name
- Arta Finance Wealth Management, LLC
- Headquarters
- 153 Castro Street, Suite 200, Mountain View, CA 94041
- Website
- artafinance.com
- Phone
- 650-318-3898
- @74930905
- SEC file
- 801-123662
- Structure
- Delaware LLC
- Fiscal year end
- December
Arta Finance Wealth Management’s named custodian for separately managed accounts is Pershing ($123M). Arta Finance Wealth Management does not have custody of client assets.
- PershingPershing LLC · Jersey City, NJ · $123M100%
At year end, Arta Finance Wealth Management’s separately managed accounts were mostly in funds (56%) and stocks (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $234M across 105 positions; the largest are Vanguard Index Fds (8.0%), SPDR Series Trust (6.7%) and Wisdomtree TR (6.3%).
What the accounts hold
- Stocks29%
- Funds56%
- Other15%
- Derivatives15%
Reported 13F holdings
- $234M
- Reported 13F value
- 105
- Positions
- 52.6%
- In the 10 largest
- +15.4%
- Value vs. prior quarter
- Vanguard Index Fds · Total Stk Mkt8.0%
- SPDR Series Trust · ST Str Blo 1 ETF6.7%
- Wisdomtree TR · Floatng Rat Trea6.3%
- Select Sector SPDR TR · ST Str Stapl ETF5.4%
- Proshares TR · Pshs Ult S&P 5005.2%
- iShares TR · Trs Flt RT BD4.7%
- Apple Inc.4.4%
- Alphabet Inc. · Cap Stk CL C4.3%
- Select Sector SPDR TR · ST Str Care ETF3.9%
- Meta Platforms Inc. · CL A3.8%
Together, the ten largest are 52.6% of reported value.
How many clients does Arta Finance Wealth Management have?
Arta Finance Wealth Management has 1,043 clients and manages $153 million for them, as of June 2026. They include 1,043 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 June 2026
What services does Arta Finance Wealth Management offer?
Arta Finance Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Arta Finance Wealth Management use?
Arta Finance Wealth Management’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $123M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 June 2026
How many financial advisors does Arta Finance Wealth Management have?
Arta Finance Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 68 employees, and 18 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Arta Finance Wealth Management invest in?
At the end of its last fiscal year, Arta Finance Wealth Management’s separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities and 15% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Arta Finance Wealth Management?
Arta Finance Wealth Management’s direct owner is Arta Finance Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 June 2026
How does Arta Finance Wealth Management get paid?
Arta Finance Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Arta Finance Wealth Management?
Arta Finance Wealth Management’s main office is at 153 Castro Street, Suite 200, Mountain View, CA 94041. Its phone number is 650-318-3898. Its website is artafinance.com.