ARTA FINANCE WEALTH MANAGEMENT, LLC

ARTA FINANCE
MOUNTAIN VIEW, California·4 registered advisors·CRD# 318714
SEC# 801-1236621650-318-3898
01

Firm Overview

AUM
$59M
Regulatory assets under management
Employees
98
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ARTA FINANCE WEALTH MANAGEMENT, LLC

4 registered advisors
Caesar Sengupta
MOUNTAIN VIEW, California
David Francis Wilkinson
MOUNTAIN VIEW, California
David Jon Shapiro
MOUNTAIN VIEW, California
Felix Lin
MOUNTAIN VIEW, California
05

Office Locations

MOUNTAIN VIEW, California
4 advisors

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Data sourced from SEC Form ADV filings. ARTA FINANCE WEALTH MANAGEMENT, LLC (CRD# 318714) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.