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General Counsel / CCO · Arta Finance

Victoria Wong

CRD 8233042 · Named on Form ADV at one SEC-registered adviser

At a glance

Arta Finance, an SEC-registered wealth manager based in Mountain View, CA with $153 million in regulatory assets, lists Victoria Wong on its Form ADV as General Counsel / CCO, a control person.

Firms and roles

  • Arta FinanceGeneral Counsel / CCOWealth manager · Mountain View, CA · $153M in regulatory assets

AtlasMembers

Victoria’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Victoria’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.