Artemis Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 19, 2026, reports $1.9B in regulatory assets under management, 9 employees, 2 offices, and 36 accounts.
Assets Under Management
$1.9B
Employees
9
Offices
2 offices
Total Clients
34
Primary office
NEW YORK, NY
570 LEXINGTON AVENUE, 39TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 29.4% of total clients.
Top client categories% of clientsClients
1
Individuals
29.4%
10
2
HNWI
29.4%
10
3
FAMILY OFFICES
29.4%
10
4
Charitable
8.8%
3
5
Pooled Investment Vehicles
2.9%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 19, 2026
Discretionary59.7%
$1.1B
60% of total RAUM59.7%
Non-discretionary40.3%
$772M
40% of total RAUM40.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.9B
Total Accounts36
10Y AUM Change+$1.1B (+134.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee4:1
10Y Employee Change-1 (-10.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.