ARTESA FINANCIAL GROUP
SEC RegisteredOur Goal is to Help Clients Achieve Financial & Retirement Freedom
About the firm
Artésa Financial Group is an SEC registered investment adviser located in Conroe, Texas, serving clients since 2001. Since 2010, the firm has been independent, meaning it is not beholden to any specific products or carriers when making recommendations. The firm offers wealth management, investment strategy, and income planning services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, investment strategy, and income planning.
Who they serve
Individuals seeking financial and retirement freedom, including those planning for retirement, college funding, and other personal financial goals, located in Conroe, Texas and beyond.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 267 | $55M |
| High Net Worth Individuals | 62 | $72M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 31, 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. ARTESA FINANCIAL GROUP 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.
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