SourcingSourcing

ARTA FINANCE WEALTH MANAGEMENT, LLC

C42
CRD 318714·SEC 801-123662·MOUNTAIN VIEW, CA
AUM
$153.4M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$460K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARTA FINANCE WEALTH MANAGEMENT, LLC
CRD
318714
SEC file #
801-123662
EIN
871608433
DBA names
Arta Finance

Economics

AUM
$153.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$123.4M → $153.4M▲ +24%
Client mix
Individuals High Net Worth1,043

Operations

Employees (total)
68
Advisory staff (per ADV)
18
Advisory staff (5-yr trend)
'23'26
8 advisors → 18 advisors▲ +125%
Primary office
MOUNTAIN VIEW CA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ARTA FINANCE INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
ARTA FINANCE INC.
LIN, FELIX
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002099257
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-01-20
Edgar Last Filing Date
2026-04-20
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-20
Accession0002099257-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5594
Soi Zip Pct 200k Plus
0.3442
Soi Zip Returns 200k Plus
2,750
Soi Zip Total AGI
2,208,722
Fdic Zip Total Deposits
36,206,730,000
Fdic Zip Branch Count
98
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
153 CASTRO STSTE 200MOUNTAIN VIEW, CA 94041
Business
153 CASTRO STSTE 200MOUNTAIN VIEW, CA 94041
Edgar EIN
871608433
Edgar Recent Filings
13F-HR2026-04-20 · 0002099257-26-000002
13F-HR2026-01-20 · 0002099257-26-000001
Fdic Zip Branches Raw
First Interstate Bank of CaliforniaMountain View, CA
Home Savings of America, FSBMountain View, CA
Fdic Zip HHI
3788.2
Fdic Zip Top Bank Share Pct
43.81
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI12,668
Returns1,070
Stub 2
AGI33,729
Returns900
Stub 3
AGI53,681
Returns860
Soi Zip Total Business Income
28,717
Soi Zip Total Cap Gains
199,722
Soi Zip Total Dividends
135,947
Soi Zip Total Returns
7,990
Trust Company Affiliate
No

People (6)

6
LIN, FELIX
Executive Officer · 2.5%
7518428
WONG, VICTORIA
Executive Officer · 2.5%
8233042
CHIRAG NARENDRAKUMAR YAGNIK
Executive Officer · 2.5%
4975083
JAMES DANIEL MIHM
IAR
6283763
Nicholas Jacob Lin
IAR
7564569
Matthew Stefan Linker
IAR
6918720