ARTA FINANCE WEALTH MANAGEMENT, LLC of MOUNTAIN VIEW, CA is an SEC-registered investment adviser (CRD 318714). Regulatory assets under management: $153.4M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| 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 | — |