Overview
Arta Finance Wealth Management, LLC (“Arta,” “Adviser,” “Firm”), a Delaware LLC, was established in
2022 with an office in Mountain View, CA. The Firm was previously incorporated as Arbo Works Inc.
in 2021 until the current entity was created to house the investment advisory functions of the Firm.
The Firm is owned by 8 co-founders as well as several Venture Capital firms, all of whom own less
than 25%. As of December 31, 2023, Arta has $134,905,755 in assets under management.
$45,820,275 of this is held in discretionary accounts, $89,085,480 is in non-discretionary accounts.
Arta provides an interactive investment platform (the “Platform”) to its clients. The Platform is
accessible through smartphone applications available on the Google Play Store and Apple App Store,
as well as through the internet (via web browser). The Platform helps clients reach their financial
goals by providing recommendations and investment strategies tailored to each individual’s
preferences, objectives, and risk tolerance. Arta currently offers its services to Accredited Investors,
Qualified Clients, and Qualified Purchasers, however, in our sole discretion, we may waive such
accreditation or qualification requirements. Arta collects information from each client at time of
onboarding, and periodically thereafter, including specific information
about a client’s financial
situation and overall investment objectives. Investment recommendations are then generated, and
in certain instances executed, by Arta’s proprietary algorithms (“the Algorithm”) or qualified
investment professionals. Such recommendations are based on the information provided by the
client and the specific product or service being considered. Arta accepts full discretion over client
assets for fully managed accounts and also offers services on a self-directed basis. Arta’s services are
delivered through tandem accounts (discretionary and self-directed); therefore, at account
inception, both such accounts are automatically and simultaneously opened on behalf of clients, as
outlined in the Investment Management Agreement (“IMA”).
Arta offers clients the opportunity to transact, where applicable, in public and private market
products and also provides related services. Certain products and services are subject to approval
from the third party issuers or custodian/broker-dealers and must be compatible with the
investment objectives of the client. Private placement and alternative investments (collectively,
“Alts” or “Alt Investments”) will only be offered to qualified investors in compliance with applicable
rules and regulations.
Arta does not participate in wrap fee programs.