Arta Finance

Arta Finance Wealth Management, LLC, established in 2022 in Mountain View, CA, offers interactive investment services through a proprietary Platform. With $123,417,953 in assets under management as of March 31, 2025, Arta provides tailored investment strategies based on client information. Clients have the option to invest in public market products like Defensive Growth and Income Bonds, managed using proprietary algorithms. Private market products such as Private Equity and Hedge Funds are also available. Arta charges fees based on the type of investment, ranging from 0.10% to 1%. The firm acts as a fiduciary and may waive the $500 minimum account balance requirement. Arta does not participate in wrap fee programs and does not charge performance-based fees. Clients must execute an Investment Management Agreement, granting Arta discretionary authority over investments. The firm utilizes Pershing Advisors Solutions LLC as its custodian and does not have custody of client funds. Arta does not vote on client securities and does not require prepayment of fees. The firm does not have any financial conditions that would impact its ability to meet client commitments.