ARTEMIS WEALTH ADVISORS, LLC

CRD 150810File 801-71019

APPROVED

Retail clients

Custody

Disclosure events

Filing as of May 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.91B

Top 25% of cohort (national)

Discretionary AUM

$1.14B

Non-discretionary $772.3M

Clients

36 accounts

Employees

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: https://www.linkedin.com/company/artemis-wealth-advisors

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, 5G

Compensation

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
Aug 17, 2026	Clients	34	24
Aug 12, 2026	Registration	—	APPROVED

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.