ARTIZAN WEALTH

ARTIZAN WEALTH is an SEC-registered investment adviser (CRD 342327). Regulatory assets under management: $152K.

Registration

• CRD: 342327
• Type: Registered investment adviser
• Phone: 4254283025
• Latest filing: 2026-08-05
• Regulatory AUM: $152K
• Discretionary AUM: $141K
• Non-discretionary AUM: $11K
• Clients: 2
• Accounts: 4

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 342327 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search