Overview
Assets Under Management: $1.6 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 2
Average Client Assets: $2.8 million
Frequently Asked Questions
ARTEMIS WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150810), ARTEMIS WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
ARTEMIS WEALTH ADVISORS, LLC is headquartered in NEW YORK, NY.
ARTEMIS WEALTH ADVISORS, LLC serves 2 high-net-worth clients according to their SEC filing dated June 27, 2024. View client details ↓
According to their SEC Form ADV, ARTEMIS WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
ARTEMIS WEALTH ADVISORS, LLC manages $1.6 billion in client assets according to their SEC filing dated June 27, 2024.
According to their SEC Form ADV, ARTEMIS WEALTH ADVISORS, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.35%
Average Client Assets: $2.8 million
Total Client Accounts: 32
Discretionary Accounts: 31
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 150810
Filing ID: 1884840
Last Filing Date: 2024-06-27 16:12:00