Arta Finance
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arta provides investment services primarily to accredited investors, qualified clients, and qualified purchasers through an interactive digital Platform that offers both discretionary managed products and self-directed options. The Platform gives access to public market strategies (ETFs, direct indexing, micro‑indexes), private fund investments, structured products, and listed‑options strategies.
The firm manages certain strategies using a proprietary Algorithm that incorporates machine learning and a minimum‑volatility methodology to allocate, rebalance, and execute trades, and it supplements algorithmic processes with human oversight, daily reviews, and governance controls. Arta’s investment team also curates alternative (Alt) opportunities, presents bespoke structured products (including auctioned custom structures), and delivers recommendations based on client‑provided suitability information.
Arta’s brochure discloses several features that are less common among peers of its size: a group of affiliated entities (including an insurance affiliate and a Singapore‑regulated affiliate), promoter and referral arrangements that may include fee waivers or payments, and instances where third‑party fund managers have invested in the firm’s parent (a relationship disclosed on the Platform). The firm also documents the use of derivatives and complex structured investments, delegates custody and trade execution to Pershing Advisors Solutions, and emphasizes AI/ML and technology governance and related risks in its disclosures.
Client services
Expertise
Fee options
$0+: Robo-investing: 0.10% $0+: Micro-indexes: 0.10% $0+: Income Bonds: 0.20% $0+: High-Yield Cash Reserve: 0.20% $0+: Defensive Growth: 0.40% $0+: Direct Indexing: 0.50%
Account minimum: $500
Main office
See office153 Castro Street, Suite 200
Mountain View CA 94041
Advisors at this office
1
Offices (4)
Most active in
Arizona · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Illinois · Louisiana · Maryland · Massachusetts · Michigan · Nebraska · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin
Also doing business as
Arbo Works · Arbo Works Inc · Arbo Works Wealth Management, LLC · Arta Finance · Arta Finance Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
James M
Series 66
Chicago, IL
Arta Finance
James Mihm is a financial advisor at Arta Finance based in Chicago, IL, holding a Series 66 designation with 10 years of industry experience. His prior experience includes roles at Citigroup and JP Morgan Chase Bank. Arta Finance serves primarily accredited investors, qualified clients, and qualified purchasers through a digital platform offering both discretionary managed products and self-directed investment options, utilizing a proprietary algorithm that integrates machine learning with human oversight for portfolio management.
Matthew L
Series 63, Series 65
Seattle, WA
Arta Finance
Matthew Linker is a financial advisor at Arta Finance with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley & Co and Four Points Capital Partners LLC. Outside of his advisory role, he serves as President of the Board of Directors for Hawaii Pacific Model United Nations and facilitates a remote course on artificial intelligence for Stanford University’s Center for Professional Development. Arta Finance provides investment services primarily to accredited investors, qualified clients, and qualified purchasers through a digital platform offering discretionary managed products and self-directed options. The firm uses a proprietary algorithm that incorporates machine learning and minimum-volatility methodologies, supplemented by human oversight, and offers a range of strategies including public market investments, private funds, structured products, and listed-options strategies.
Nicholas L
Series 66
Brooklyn, NY
Arta Finance
Nicholas Lin is a financial advisor at Arta Finance with two years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., among other firms. Arta Finance serves primarily accredited investors, qualified clients, and qualified purchasers through a digital platform offering discretionary managed products and self-directed options. The firm uses a proprietary algorithm incorporating machine learning and minimum-volatility methodology alongside human oversight, and provides access to public market strategies, private funds, structured products, and listed-options strategies.
Michael L
Series 65
Mountain View, CA
Arta Finance
Michael Lin is a financial advisor at Arta Finance with a Series 65 credential and four years of industry experience. Prior to joining Arta Finance Wealth Management LLC and Arta Finance Inc. in 2026, he worked at ICONIQ Capital, LLC for five years. Arta Finance provides investment services primarily to accredited investors, qualified clients, and qualified purchasers via a digital platform that offers discretionary managed products and self-directed options. The firm utilizes a proprietary algorithm incorporating machine learning and minimum-volatility methodology alongside human oversight, and offers access to public market strategies, private funds, structured products, and alternatives.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)