RIA Intelligence

ARTA FINANCE WEALTH MANAGEMENT, LLC

Legal name: ARTA FINANCE

CRD #318714 SEC #801-123662 MOUNTAIN VIEW, CA 650-318-3898
SEC Registered
Total AUM
$123.4M
Discretionary
$123.4M
Employees
88
Clients
25
Accounts
738

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
1
LEI
25490006QZ44802K1L69

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
AVNET, MITCHELL, STEVENICCONA
AVNET, MITCHELL, STEVENICCONA
AVNET, MITCHELL, STEVENICCONA
AVNET, MITCHELL, STEVENICCONA
AVNET, MITCHELL, STEVENICCONA
AVNET, MITCHELL, STEVENICCONA
AVNET, MITCHELL, STEVENICCONA
AVNET, MITCHELL, STEVENICCONA
AVNET, MITCHELL, STEVENICCONA
AVNET, MITCHELL, STEVENICCONA
AVNET, MITCHELL, STEVENICCONA
AVNET, MITCHELL, STEVENICCONA
AVNET, MITCHELL, STEVENICCONA
AVNET, MITCHELL, STEVENICCONA
AVNET, MITCHELL, STEVENICCONA
AVNET, MITCHELL, STEVENICCONA
AVNET, MITCHELL, STEVENICCONA
PESA, ADRIEN, THOMASICCONA Control
PESA, ADRIEN, THOMASICCONA Control
WILKINSON, DAVID, FRANCISICCONA Control
WILKINSON, DAVID, FRANCISICCONA Control
WILKINSON, DAVID, FRANCISICCONA Control
WILKINSON, DAVID, FRANCISICCONA Control
WILKINSON, DAVID, FRANCISICCONA Control
ARTA FINANCE INC.DEPARENT COMPANYE Control
ARTA FINANCE INC.DEPARENT COMPANYE Control
ARTA FINANCE INC.DEPARENT COMPANYE Control
SENGUPTA, CAESARICEOB Control
SENGUPTA, CAESARICEOB Control
SENGUPTA, CAESARICEOB Control
SENGUPTA, CAESARICEOB Control
SENGUPTA, CAESARICEOB Control
SENGUPTA, CAESARICEOB Control
SENGUPTA, CAESARICEOB Control
SENGUPTA, CAESARICEOB Control
SENGUPTA, CAESARICEOB Control
SENGUPTA, CAESARICEOB Control
SENGUPTA, CAESARICEOB Control
SENGUPTA, CAESARICEOB Control
SENGUPTA, CAESARICEOB Control
SENGUPTA, CESARICEOB Control
SENGUPTA, CESARICEOB Control
SENGUPTA, CESARICEOB Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
LIN, FELIXIPRESIDENTA Control
SENGUPTA, CAESARICEOA Control
SENGUPTA, CAESARICEOA Control
SENGUPTA, CAESARICEOA Control
SENGUPTA, CAESARICEOA Control
SENGUPTA, CAESARICEOA Control
SENGUPTA, CAESARICEOA Control
SENGUPTA, CAESARICEOA Control
SENGUPTA, CAESARICEOA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control
SHAPIRO, DAVID, JONISECRETARYA Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (27)

AZ CA CO CT DC FL GA IL LA MA MD MI NC NE NH NJ NV NY OH OR PA TN TX UT VA WA WI

Address

153 CASTRO STREET
SUITE 200
MOUNTAIN VIEW, CA 94041
United States
Phone: 650-318-3898