# Arthur Stein Financial

Arthur Stein Financial is a Bank / Wealth / Trust based in Bethesda, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bethesda, United States
- **Region:** North America
- **Address:** Bethesda, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** arthursteinfinancial.com
- **LinkedIn:** https://linkedin.com/company/arthur-stein-financial

## Regulatory record

- **CRD number:** 160627
- **SEC file number:** 801-131069
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/160627

## About

Arthur Stein Financial was established in 2012 as a US-based wealth manager. The firm acts as a registered investment advisor. It supplies investment advisory services that include financial planning, portfolio management, and wealth management. Services target individuals and high-net-worth individuals. No additional offices or team size data appear in available records. No dated operational events from the last 24 months are documented.

## Questions

### Who runs investment decisions at Arthur Stein Financial?

No named principals or CIO appear in public records.

### Does Arthur Stein Financial participate in fund commitments or only direct deals?

Available information does not specify fund commitments or direct deal activity.

### What investment stages does Arthur Stein Financial typically target?

No stage focus is disclosed in current sources.

## Related profiles

- [Arthur M. Blank Family Foundation](https://altss.com/profile/arthur-m-blank-family-foundation)
- [Arthur Street Capital Management](https://altss.com/profile/arthur-street-capital-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/arthur-stein-financial

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