MOUNTAIN VIEW, CACRD 318714Latest ADV March 31, 2026
Arta Finance is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mountain View, CA. Its latest Form ADV filing, dated March 31, 2026, reports $153M in regulatory assets under management, 68 employees, 1 office, and 1,091 accounts.
Assets Under Management
$153M
Employees
68
Offices
1 office
Total Clients
1,043
Primary office
MOUNTAIN VIEW, CA
153 CASTRO STREET, SUITE 200, MOUNTAIN VIEW, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
1,043
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$153Mas of March 31, 2026
Discretionary100.0%
$153M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$153M
Total Accounts1,091
10Y AUM Change+$153M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees68
Clients per Employee15:1
10Y Employee Change+28 (+70.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.