9AT: ARTA FINANCE

Adviser Profile

As of Date	06/25/2026
Registration	SEC, Approved, 04/08/2022
ADV Location	MOUNTAIN VIEW, CA, United States
Contact Info	650 xxxxxxx
Websites

AUM^*	153,444,718 160%
of that, discretionary	153,444,718 160%
Number of Employees	68 -31%
of those in investment advisory functions	18
Private Fund GAV^*	0
Avg Account Size	140,646 379%
% High Net Worth	100.00%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Accounting Firm Name	Filing Date	Form ADV-E
Accounting Firm Name ARMANINO LLP	Filing Date03/26/2024	Form ADV-E View Report

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser AVOS CAPITAL MANAGEMENT, LLC	Hedge Fund22.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV22.7m	AUM297.8m	#Funds1
Adviser GENESIS ASSET MANAGEMENT GROUP, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM86.6m	#Funds-
Adviser BLACK HORSE WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM165.6m	#Funds-
Adviser AVORY & CO.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM353.2m	#Funds-
Adviser LINDEN THOMAS ADVISORY SERVICES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.8b	#Funds-
Adviser T.O.S. ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM272.3m	#Funds-
Adviser XO CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM184.4m	#Funds-
Adviser ELEVATION POINT WEALTH PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM8.3b	#Funds-
Adviser TA CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM438.9m	#Funds-
Adviser BONAVENTURE CAPITAL, LLC	Hedge Fund6.9m	Liquidity Fund-	Private Equity Fund31.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV38.5m	AUM493.8m	#Funds4

Brochure Summary

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.

ARTA FINANCE

ARTA FINANCE

ARBO WORKS

ARTA FINANCE WEALTH MANAGEMENT, LLC

ARBO WORKS WEALTH MANAGEMENT, LLC

ARBO WORKS INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Similar advisers

Brochure Summary

Overview

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ARTA FINANCE ARTA FINANCE ARBO WORKS ARTA FINANCE WEALTH MANAGEMENT, LLC ARBO WORKS WEALTH MANAGEMENT, LLC ARBO WORKS INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Similar advisers

Brochure Summary

Overview

ARTA FINANCE

ARTA FINANCE

ARBO WORKS

ARTA FINANCE WEALTH MANAGEMENT, LLC

ARBO WORKS WEALTH MANAGEMENT, LLC

ARBO WORKS INC