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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $123.4M | $123.4M | $0 | 88 | 0 |
| Feb 2025 | $59.1M | $59.1M | $0 | 98 | 0 |
| Jan 2025 | $59.1M | $59.1M | $0 | 98 | 0 |
| Dec 2024 | $59.1M | $59.1M | $0 | 98 | 0 |
| Dec 2024 | $59.1M | $59.1M | $0 | 98 | 0 |
| Oct 2024 | $134.9M | $45.8M | $89.1M | 98 | 0 |
| Apr 2024 | $134.9M | $45.8M | $89.1M | 98 | 0 |
| Mar 2024 | $134.9M | $45.8M | $89.1M | 98 | 0 |
| Oct 2023 | $100.1M | $34.8M | $65.3M | 80 | 0 |
| Jun 2023 | $28.3M | $13.4M | $14.9M | 80 | 0 |
| Apr 2023 | $1.6M | $556.9K | $1.1M | 80 | 0 |
| Mar 2023 | $1.6M | $556.9K | $1.1M | 80 | 0 |
| Jan 2023 | $0 | $0 | $0 | 40 | 0 |
| Nov 2022 | $0 | $0 | $0 | 40 | 0 |
| Oct 2022 | $0 | $0 | $0 | 40 | 0 |
| Oct 2022 | $0 | $0 | $0 | 40 | 0 |
| Oct 2022 | $0 | $0 | $0 | 40 | 0 |
| Jun 2022 | $0 | $0 | $0 | 40 | 0 |
| May 2022 | $0 | $0 | $0 | 40 | 0 |
| Mar 2022 | $0 | $0 | $0 | 40 | 0 |
| Mar 2022 | $0 | $0 | $0 | 40 | 0 |
DateMar 2025
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees88
Clients0
DateFeb 2025
Total AUM$59.1M
Discretionary$59.1M
Non-Disc.$0
Employees98
Clients0
DateJan 2025
Total AUM$59.1M
Discretionary$59.1M
Non-Disc.$0
Employees98
Clients0
DateDec 2024
Total AUM$59.1M
Discretionary$59.1M
Non-Disc.$0
Employees98
Clients0
DateDec 2024
Total AUM$59.1M
Discretionary$59.1M
Non-Disc.$0
Employees98
Clients0
DateOct 2024
Total AUM$134.9M
Discretionary$45.8M
Non-Disc.$89.1M
Employees98
Clients0
DateApr 2024
Total AUM$134.9M
Discretionary$45.8M
Non-Disc.$89.1M
Employees98
Clients0
DateMar 2024
Total AUM$134.9M
Discretionary$45.8M
Non-Disc.$89.1M
Employees98
Clients0
DateOct 2023
Total AUM$100.1M
Discretionary$34.8M
Non-Disc.$65.3M
Employees80
Clients0
DateJun 2023
Total AUM$28.3M
Discretionary$13.4M
Non-Disc.$14.9M
Employees80
Clients0
DateApr 2023
Total AUM$1.6M
Discretionary$556.9K
Non-Disc.$1.1M
Employees80
Clients0
DateMar 2023
Total AUM$1.6M
Discretionary$556.9K
Non-Disc.$1.1M
Employees80
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees40
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees40
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees40
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees40
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees40
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees40
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees40
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees40
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees40
Clients0