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| ARTA Finance Wealth Management LLC
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| |
|---|---|
| CRD # | 318714 |
| SEC # | 801-123662 |
| CIK # | |
| AUM | $134.9 MM (2024-03-29) |
| Employees | 98 (18% Investors, 1% Brokers) |
| Phone | 650-318-3898 |
| Address | 153 Castro Street Mountain View, CA 94041 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,318 | 134.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,636 | 134.9 |
| By Discretionary | ||
| Discretionary | 1,318 | 45.8 |
| Non-Discretionary | 1,318 | 89.1 |
| Total | 2,636 | 134.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 39.8 | |
| United States Persons | 95.1 | |
| Total | 2,636 | 134.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Newbore Wealth Management Inc
✚
|
OR | 0.1 |
|
Camden Financial Management Inc
✚
|
NC | 0.1 |
|
Richard G Slater
✚
|
CA | 0.1 |
|
Turloff Financial Consulting Inc
✚
|
WA | 0.1 |
|
Four Quadrant Wealth Advisors Inc
✚
|
IN | 0.1 |
|
Yoffe Investment Management LLC
✚
|
PA | 0.1 |
|
Reyes Financial Architecture Inc
✚
|
CA | 0.1 |
|
Gouws Capital LLC
✚
|
NC | 0.1 |
|
Old Oak Financial Planning Inc
✚
|
MI | 0.1 |
|
EHB Financial Resources Management Inc
✚
|
PA | 0.1 |