Common Contracts

Arta Finance Wealth Management LLC Investment Management Agreement

Investment Management Agreement • November 10th, 2024 • California

• Contract Type
  Investment Management Agreement
• Filed
  November 10th, 2024
• Jurisdiction
  California

You (“Client”) and Arta Finance Wealth Management LLC, a Delaware limited liability company and an SEC-registered investment adviser (“Arta Finance Wealth Management”), agree to enter into an investment advisory relationship (the “Agreement”) pursuant to which Arta Finance Wealth Management shall exclusively manage the assets in certain account(s) that you establish at Pershing Advisor Solutions LLC (“PAS”). This Agreement is effective as of the first day a brokerage account is opened in connection with this Agreement (the “Effective Date”). In consideration of the mutual covenants herein, Client and Arta Finance Wealth Management agree as follows: