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ARTEMIS WEALTH ADVISORS, LLC
CRD 150810 · SEC 801-71019
2 SEAVIEW BOULEVARD, #102, PORT WASHINGTON, NY, 11050, United States
Phone
212-838-9000
Fax
646-205-1240
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.91B
Discretionary AUM
$1.14B
Team
9 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $3.7M |
| High net worth individuals | 10 | $18.4M |
| Pooled investment vehicles | 1 | $15.1M |
| Charitable organizations | 3 | $47.8M |
States served
NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD