Artizan Wealth

Overview

Artizan Wealth is a small, California-registered limited liability company that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm is individually owned and offers a mix of billing options — percentage of AUM, hourly, subscription, and fixed fees — rather than a single standardized fee model. It does not position itself as an ESG-focused advisor, nor as a pension consultant or multi-state adviser in its reporting. The firm’s filing classifies it as unclassified and lists portfolio management and financial planning as its primary advisory activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices