ARTEMIS WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2010

Total AUM

$1.9B

Discretionary

$1.1B

60% of AUM

Avg account

$53.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: PORT WASHINGTON, New York
CRD number: 150810
Registered since: January 19, 2010
Website: www.artemiswa.com
Custodians: CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Other95.56%
Charitable Organizations2.5%
HNWI0.96%
Pooled Investment Vehicles0.79%
Individuals0.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Artemis Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2010. The firm positions itself as a capital allocator to both individual & family and institutional clients, offering financial planning, discretionary and non-discretionary portfolio management for individuals/small businesses, management of pooled investment vehicles, and selection of sub-advisers. Its fee model mixes percentage-of-AUM billing with performance-based fees, and the firm also serves as a sponsor and managing member of pooled vehicles. Artemis was named among FA Magazine’s Top RIA Firms in 2020. The firm does not self-identify as an active ESG investor.