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ARTEMIS WEALTH ADVISORS, LLC
CRD 150810File 801-71019
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.91B
Top 25% of cohort (national)
Discretionary AUM
$1.14B
Non-discretionary $772.3M
Clients
24
36 accounts
Employees
9
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 19, 2010
- Principal office
- 2 SEAVIEW BOULEVARD, #102, PORT WASHINGTON, NY, 11050
- Phone
- 212-838-9000
- Website
- HTTP://WWW.ARTEMISWA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.91B
- Discretionary AUM
- $1.14B
- Non-discretionary AUM
- $772.3M
- Discretionary accounts
- 35
- Non-discretionary accounts
- 1
- Total accounts
- 36
- AUM per client
- $79.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $47.8M |
| High net worth individuals | 10 | $18.4M |
| Pooled investment vehicles | 1 | $15.1M |
| Individuals (other than high net worth individuals) | 10 | $3.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 34 | 24 | decreased by10 |
| Apr 1, 2026 | Clients | 37 | 34 | decreased by3 |
| Apr 1, 2026 | AUM | $1,615,696,217 | $1,914,524,485 | increased by$298,828,268 |
| Apr 1, 2026 | Accounts | 37 | 36 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 21 | 37 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,946,390,943 | $1,615,696,217 | decreased by$330,694,726 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 21 | 37 | increased by16 |
| Apr 1, 2022 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2022 | Clients | 15 | 21 | increased by6 |
| Apr 1, 2022 | AUM | $1,722,630,332 | $1,946,390,943 | increased by$223,760,611 |
| Apr 1, 2022 | Accounts | 15 | 21 | increased by6 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARTEMIS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARTEMIS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.