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Artemis Wealth Advisors

Flemington, NJState-registered investment adviserCRD 319184

Filed as ARTEMIS WEALTH ADVISORS · Legal name Artemis Wealth Advisors LLC

Artemis Wealth Advisors is a state-registered investment advisory firm in Flemington, NJ, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

4 years
registered since 2022
$32,000,000
assets under management
3 arrangements
Percentage of assets, Hourly and more
4
disclosure items (Item 11)

Quick answers

From the filing

How is Artemis Wealth Advisors compensated?

On its Form ADV (Item 5.E, October 2026), Artemis Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is Artemis Wealth Advisors located?

Artemis Wealth Advisors' principal office is in Flemington, NJ, according to its Form ADV.

Is Artemis Wealth Advisors registered with the SEC or a state?

Artemis Wealth Advisors is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319184.

How much does Artemis Wealth Advisors manage?

Artemis Wealth Advisors reports $32,000,000 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

What types of clients does Artemis Wealth Advisors serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (145); high net worth individuals (20).

Does Artemis Wealth Advisors report any disciplinary disclosures?

Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), 11.E(1) (self-regulatory organization's finding of a false statement or omission), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/319184

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$32,000,000

$32,000,000 as of October 2026, filing dated March 12, 2026.

Discretionary: $32,000,000.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 145 Assets $12,000,000 (38%)
High net worth individuals
Clients 20 Assets $20,000,000 (63%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 0 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Legal name
Artemis Wealth Advisors LLC
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2022 (4 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
2 states or jurisdictions
NJPA

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

4 Reports 4 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

  • 11.D(1) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
  • 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
  • 11.E(1) Has a self-regulatory organization (such as FINRA) or a commodities exchange ever found that the firm or an advisory affiliate made a false statement or omission?
  • 11.E(4) Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
retirewithartemis.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Artemis Wealth Advisors (CRD 319184): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/artemis-wealth-advisors-flemington-nj-319184