ARTEMIS WEALTH ADVISORS, LLC
SEC RegisteredBuilt for Visionaries. Trusted by Generations.
About the firm
Artemis Wealth Advisors began by advising a select group of ultra-high-net-worth families and foundations with assets in excess of $50 million through a family office-style approach grounded in macroeconomic insight and disciplined investing. In 2020, they launched Artemis FP, LLC, a dedicated division for accredited investors with $1 million or more in investable assets, bringing the same sophisticated investment strategy and high-touch service to a broader clientele.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Outsourced Chief Investment Officer (CIO) and Chief Strategy Officer (CSO) support, macro-economic cycle based asset allocation, dynamic portfolio management using separately managed accounts, limited partnerships, direct investments, and ETFs, proactive financial planning, access to alternative strategies, and personalized wealth management including building, preserving, and transferring wealth
Who they serve
Ultra-high-net-worth families and foundations with assets in excess of $50 million, and accredited investors with $1M+ in investable assets
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 10 | $3.7M |
| High Net Worth Individuals | 10 | $18M |
| Pension/Profit Sharing Plans | 1 | $15M |
| State/Municipal Entities | 3 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $5m - $25m | 0.90% |
| $25m - $100m | 0.63% |
| $100m+ | 0.45% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ARTEMIS WEALTH ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched