Arta Finance
Firm details
- Headquarters
- Mountain View, California
- CRD number
- 318714
- Registered since
- April 8, 2022
- Website
- artafinance.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Arta Finance is an independent Registered Investment Adviser that registered with the SEC in 2022. The firm serves individual and family clients — and provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee model is a percentage of assets under management. Arta’s reporting indicates it does not position itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities29%
- Derivatives15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$206M in ETFs
100%
$206M
0%
$413K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $20.3M | 54,146 | 9.81% |
Location
Mountain View, CA
Santa Clara
Location
Mountain View, CA
Headquartered in Mountain View, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 153 Castro St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Waverley Wealth Management LLC
RIAMountain View, CA
Ardent Capital
RIAMountain View, CA
Pariveda Investment Management
RIAMountain View, CA
Infanger Investment Technology, LLC
RIAMountain View, CA
AP Investment Management
RIAMountain View, CA
Disruptiveseculargrowth Corporation
RIAMountain View, CA