ARTEMIS WEALTH ADVISORS, LLC
ARTEMIS WEALTH ADVISORS, LLC of PORT WASHINGTON, NY is an SEC-registered investment adviser (CRD 150810). Regulatory assets under management: $1.9B. This firm reports disciplinary history on Form ADV.
Registration
- CRD: 150810
- SEC file number: 801-71019
- Type: Registered investment adviser
- Location: 2 SEAVIEW BOULEVARD, #102, PORT WASHINGTON, NY, 11050
- Phone: 212-838-9000
- Latest filing: 2026-05-20
- Regulatory AUM: $1.9B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $772.3M
- Clients: 9
- Accounts: 36
Business model
Compensation: % of AUM, Performance.
Clients served: Individuals, High net worth, Charities, Investment cos.
Officers, owners & control persons (5)
Disclosures (5)
| Initiated | Type | Allegations | Status | Amount |
|---|
| 2022-04-22 | regulatory | ON 9/13/23, THE SEC INSTITUTED SETTLED ADMINISTRATIVE PROCEEDINGS AGAINST THE FIRM IN CONNECTION WITH ITS FAILURE TO FILE FORM 13F FILINGS FROM THE QUARTER ENDING 12/31/16 TO 12/31/21. THE FIRM AGREED TO CEASE AND DESIST FROM COMMITTING OR CAUSING ANY VIOLATIONS OF SECTION 13(F)(1) UNDER THE SECURIT… | Final | $150K |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| ORION CONSTELLATION PARTNERS II LP | Other Private Fund | Delaware | 14 | $15.1M | $250K |
Branch offices (1)
| City | State | Employees | Phone |
|---|
| — | — | 1 | 212-838-9000 |
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