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 operating since 2010. The firm serves both high‑net‑worth individuals and family clients as well as institutional investors, and functions as a capital allocator that selects external managers in addition to managing client portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. Compensation comes primarily from a percentage-of-AUM fee schedule and can include performance‑based fees. The firm is not identified as an active ESG investor. Artemis was recognized in FA Magazine’s Top RIA Firms list in 2020.