Artemis Wealth Advisors, LLC
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Overview
Artemis Wealth Advisors, LLC operates as an advisory firm located in New York, New York. It handles $1.5 billion in assets under management over 29 client accounts, placing it among the biggest firms in the United States by assets under management (AUM). The company has a small team, including 5 financial advisors. Artemis Wealth Advisors, LLC is not a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal investments like stocks, bonds and options.
Artemis Wealth Advisors, LLC oversees 28 of the firm's client assets in a discretionary manner. Discretionary management is a structure in which buy and sell decisions are made by an investment advisor without needing the client's authorization. The firm also oversees one non-discretionary accounts totaling $191.2 million in assets under management. The firm's typical account size is $52.3 million. An average financial advisor at Artemis Wealth Advisors, LLC manages around six client accounts, making it one of the more individualized advisor firms in the country.
Artemis Wealth Advisors, LLC's headquarters is at 570 Lexington Avenue, New York, New York 10022. Artemis Wealth Advisors, LLC is legally allowed to provide services to customers throughout a few states, including Florida and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Artemis Wealth Advisors, LLC by the Numbers
$1.5 billion
10
29
$52.3 million
Products and Services
Artemis Wealth Advisors, LLC provides a number of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. In the prior fiscal year, Artemis Wealth Advisors, LLC provided 26-50 of its customers with financial planning services. It is not engaged in selling products or offering services other than investment advice to its investment advisory clients. It also has a number of financial industry affiliations, including with an accountant or accounting firm.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management usually depend on which service is offered. Fees billed by Artemis Wealth Advisors, LLC likely include the following fee structures: asset-based or performance-based. The firm does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with a broad range of investors. Artemis Wealth Advisors, LLC provides services to retail investors, high net worth investors, pooled investment vehicles, charitable organizations and other. Out of its 29 accounts, Artemis Wealth Advisors, LLC's largest client by number of accounts is retail investors, though it also caters to two high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 6.9%
- Other Individuals - 44.83%
- Corporations - 37.93%
- Charitable Organizations - 10.34%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Artemis Wealth Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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