SEC-Registered Investment Adviser
Artemis Wealth Advisors, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated May 20, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- January 19, 2010
- Principal office
- 2 Seaview Boulevard, #102, Port Washington, NY 11050
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Umbrella registration
- Yes, 2 relying advisers
- Other offices
- 1
- Website
- HTTP://WWW.ARTEMISWA.COM
Scale
- Regulatory AUM
- $1.9B
- Discretionary / non-discretionary
- $1.1B / $772.3M
- Accounts
- 36
- Clients
- 0
- Employees
- 9, 5 in advisory roles
- Private funds advised
- 1
- Private fund gross assets
- $15.1M
- Fund types
- 1 other private funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $10.5M reported sold across them
- Client assets in custody
- $3.6M (5 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers
- Compensated by
- a percentage of assets under management and performance-based fees
- Client types
- individuals (other than high net worth) (10); high net worth individuals (10); pooled investment vehicles (1); charitable organizations (3); other (10)
- Related persons include
- another investment adviser and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 2 investment advisers
Form ADV Item 11 disclosures
The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.
- SEC or CFTC finding of a violation of regulations or statutes (Item 11C(2))
- SEC or CFTC order against the firm or an affiliate (Item 11C(4))
- SEC or CFTC civil money penalty or cease-and-desist (Item 11C(5))
Form D activity of the funds this firm advises, by year
1 issuer in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from August 18, 2016 to August 20, 2024. Reported sold across them: $10.5M.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2016 | 1 | $10.5M | 16 |
Is this your firm? Verified Profiles give managers a structured channel for corrections, additional disclosures, and right of reply, without changing AltStreet's independent research. Learn about verification →
Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.