# ARTA FINANCE WEALTH MANAGEMENT, LLC

ARTA FINANCE WEALTH MANAGEMENT, LLC of MOUNTAIN VIEW, CA is an SEC-registered investment adviser.

## Registration

- CRD: 318714
- Type: SEC-registered investment adviser
- SEC file number: 801-123662
- Location: 153 CASTRO STREET, SUITE 200, MOUNTAIN VIEW, CA, 94041
- Phone: 650-318-3898
- Latest filing: 2026-06-25
- Regulatory AUM: $153.4M
- Discretionary AUM: $153.4M
- Clients: 68
- Accounts: 1,091

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| David Francis Wilkinson | CCO | — |
| Felix Lin | CEO; PRESIDENT | — |
| David Jon Shapiro | OWNER; SECRETARY | — |
| Caesar Sengupta | CEO; OWNER | — |
| Adrien Thomas Pesa | CCO | — |
| AVNET MITCHELL STEVEN | CCO | — |
| LIN FELIX | PRESIDENT | — |
| SHAPIRO DAVID JON | SECRETARY | — |
| SENGUPTA CAESAR | CEO | — |
| SENGUPTA CESAR | CEO | — |
| WILKINSON DAVID FRANCIS | CCO | — |
| Victoria Wong | GENERAL COUNSEL / CCO | — |
| Chirag Narendrakumar Yagnik | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318714/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318714/similar
- Related entities: https://search.stillhousedata.com/firm/318714/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318714

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.