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| ARTA Finance Wealth Management LLC
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|---|---|
| CRD # | 318714 |
| SEC # | 801-123662 |
| CIK # | 0002099257 |
| AUM | 153.4 M (2026-06-25) |
| Employees | 68 (26% Investors, 0% Brokers) |
| Phone | 650-318-3898 |
| Address | 153 Castro Street Mountain View, CA 94041 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.5 | ||
| Facebook Inc | 7.5 | ||
| Microsoft Corp | 7.3 | ||
| Amazon Com Inc | 7.3 | ||
| Alphabet Inc | 6.6 | ||
| Nvidia Corp | 3.8 | ||
| Tesla Motors Inc | 3.2 | ||
| ETFS Silver Trust | 2.1 | ||
| iShares Comex Gold Trust | 2.1 | ||
| ETFS Gold Trust | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,043 | 153.4 |
| (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 | 1,091 | 153.4 |
| By Discretionary | ||
| Discretionary | 1,091 | 153.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,091 | 153.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 29.1 | |
| United States Persons | 124.4 | |
| Total | 1,091 | 153.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002099257] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 463 (2 non-US) |
| Serves | Retail |
| LEI | 25490006QZ44802K1L69 |
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|---|---|---|
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|
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|
Vincent Wealth Advisors LLC
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