ARTEMIS WEALTH ADVISORS

Overview

Artemis Wealth Advisors is an independent, individual-owned RIA operating as an LLC that focuses on serving individuals and families. The firm runs fee-based financial planning and discretionary portfolio management for individuals and small businesses, and lists accountant services among its business activities. Investment activity is concentrated in publicly traded equities, with the firm showing a clear preference for exchange-traded instruments as the core of client portfolios. Fee structures include AUM-based fees, hourly work, and fixed-fee arrangements, which supports a mix of ongoing portfolio management and stand‑alone planning projects. The RIA reports a wholly discretionary asset base, indicating it typically implements and adjusts portfolios on clients’ behalf rather than simply providing advice. Artemis does not identify itself as an active ESG investor and does not appear to operate as a capital allocator to third‑party alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices