Artistic Wealth

Overview

Artistic Wealth is a small, fee-based advisory firm that combines financial planning and portfolio management with insurance brokerage services. The firm offers a mix of percentage-of-AUM, hourly and fixed-fee billing and lists services that include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers and educational seminars. Artistic Wealth reports active interest in ESG investing and acts as a capital allocator, directing client assets into outside managers and pooled vehicles when appropriate. Investment activity appears focused on packaged public funds and third-party strategies rather than direct-stock concentrated portfolios. The firm’s advisory model is non-discretionary, implying clients retain trading authority while the firm provides guidance, model construction and manager-selection support. As an insurance broker and a provider of planning and educational services, Artistic Wealth blends product distribution with advisory consulting for smaller account relationships.

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Public Holdings

Investments & Alternatives

Location & Offices